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.

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​Since our beginning, we have connected with and served successful entrepreneurs. We understand significant wealth is most likely created once. Our approach to helping preserve and expand 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.

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We have an advisory fee-based model. Assets can be custodied at multiple custodians and I am held to the fiduciary standard, as are all investment advisory representatives (IARs).

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