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Trasatti Wealth Planning (TWP)

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Trasatti Wealth Planning (TWP)

Overview:

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.

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

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.

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