Perrotto Private Wealth

About Perrotto Private Wealth

With over decade in the financial industry and over five years with my own private practice, my strengths are Portfolio Advising, Retirement Coaching, legacy planning, and Tax Bracket Management. Once I take a client on, I become a friend, mentor, and partner. As my client's goals, and situation's change, I am there every step of the way, helping them build their financial house, one brick at a time. My vision is to prepare clients for retirement, build their financial foundation, and help them think long term: How to continue to build wealth with interest and dividend paying vehicles that generate income, to capitalize on all areas of protection, such as Life/Disability insurance, while stretching their dollars as far as we can using tax bracket management. What is most important to me is making sure client's feel they have a safe and secure future.