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About Us

Helping YouPlan Confidently

Helping You
Plan Confidently

A Team Dedicated
To your Success

Helping families to grow, protect, and maximize the value of their businesses while serving their clients more effectively.


  • Connect & Listen

    We start by building a relationship—listening to your story, your values, and what truly matters to you.

  • Define the Vision

    Together, we define your financial goals, both short-term and long-term, and explore what financial freedom looks like for you.

  • Build the Plan

    We craft a comprehensive, personalized strategy that supports your lifestyle today and your dreams for tomorrow.

  • Put It into Motion

    With your approval and understanding, we begin implementing your plan—always at your pace, with full transparency.

  • Stay Engaged

    Life changes—and so do financial needs. We stay in touch, adjust as needed, and keep you informed every step of the way.

A Legacy of Principled Counsel


With nearly two decades navigating the complexities of wealth management, Luis Miletti Jr. founded Miletti Wealth Management on a singular conviction: families of means deserve an advisor whose only allegiance is to their best interests.

Holding both the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations, Luis brings institutional-caliber analytical rigor to every engagement — while never losing sight of the deeply personal nature of the work.

His expertise in behavioral finance informs a distinctive approach: understanding not just the numbers, but the psychology, values, and family dynamics that shape every meaningful financial decision.


"I take the time to understand your family's 'why' before a single investment decision is made. Because the right plan isn't built on spreadsheets alone — it's built on understanding what truly matters to you."

Luis Miletti

Luis Miletti, CIMA®,  CRPC®

Owner/President

(502) 233-3441

Proactive Planning Team

Your local "eyes and ears" to help you focus on planning priorities and identify opportunities.

Virtual Family Office

Your national experts that provide the "best of the best" in tax planning, legal, risk mitigation, wealth management, and business advisory services.

Are You Ready? 
Take the
First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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