Welcome!
Founded in 2004, Trasatti Wealth Planning (TWP) has a reputation for providing objective financial planning and wealth management services to a select group of individuals and their families. As a fee-only investment advisory firm, all fees paid to TWP come directly from you the client – not from insurance companies, mutual fund companies, or other third parties.
Financial Planning Services
At TWP we feel it is essential for every investor to have a financial plan designed to allow them to achieve their unique goals in life. A financial plan should be in writing and comprehensive. Depending on your unique objectives, the financial planning process should address these areas:
| Retirement Planning |
Asset Allocation |
Net Worth Analysis |
| Personal Risk Management |
Education Planning |
Business Succession |
| Cash Flow Management |
Estate Planning |
Debt Management |
Wealth Management Services
Our philosophy is that investing is a disciplined process that starts with a customized asset allocation for your specific needs and finds portfolio managers that are best in class. To accomplish this, every investment account managed by TWP includes an Investment Policy Statement. An Investment Policy Statement is a well organized “business plan” for your investments. It gives you the client a clear picture of how we will manage and monitor your accounts.
Who we are
Gabe Trasatti is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). In October 2004, he founded Trasatti Wealth Planning (TWP), a fee-only financial planning and wealth management firm headquartered in Baltimore, MD. Prior to establishing TWP, he worked for Legg Mason Wood Walker in their Financial & Estate Planning department as manager and Senior Financial Planner.
Gabe has over 8 years of experience in the financial services industry. He received his undergraduate degree in accounting from James Madison University. He is a licensed investment advisor and serves as a committee member on the Maryland Association of Certified Public Accountants Personal Financial Planning Committee.
|
|
Gabe Trasatti, CPA/PFS
Personal Wealth Planner
1425 Patapsco Street
Baltimore MD 21230
Tel: (410) 244-6222
Fax: (800) 301-3619
gtrasatti@TrasattiWP.com
|
|