Trasatti Wealth Planning is an independent registered investment advisor based in Baltimore, MD. Since 2004, they have been providing comprehensive financial planning and professional wealth management services to individuals, families, and small business owners. Their team, led by Gabriel Trasatti, CPA PFS, specializes in creating customized investment portfolios and helping clients navigate various financial areas such as retirement planning, estate planning, tax planning, and more.
With a commitment to being fee-only advisors, Trasatti Wealth Planning does not receive commissions, ensuring that their advice is unbiased and in the best interest of their clients. They are affiliated with reputable organizations such as the National Association of Personal Financial Advisors (NAPFA), the American Institute of CPAs (AICPA), and hold the CPA PFS credential, demonstrating their expertise and dedication to providing objective financial advice. Through their disciplined approach and personalized strategies, Trasatti Wealth Planning aims to help clients achieve their financial objectives and navigate the complexities of wealth management.
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