EXECUTIVES

Patti Wealth Management was founded on entrepreneurial drive and the desire to out-perform. We are hands-on, communicate often, and have a relentless commitment to client service.

​

​Since our beginning, we have connected with and served successful entrepreneurs. We understand significant wealth is most likely created once. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. We strive to preserve and grow capital by seeking to generate attractive, after-tax returns by employing independent, risk-adjusted strategies that strive to outpace inflation.

​​

We have an advisory fee-based model. We custody assets at many custodians and we are held to the fiduciary standard.

​​

Honesty, integrity, authenticity and expertise are at the heart of the client experience – it’s the heart of our business as well.