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About Us

Helping You<br/>Plan Confidently

Helping You
Plan Confidently

am Dedicated
To your Success

Helping Financial Advisors 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.

Meet Your Team

I’m Luis Miletti Jr., Founder of Miletti Wealth Management and a Wealth Manager with almost two decades of experience in the financial industry. For the past 15 years, I’ve had the privilege of working closely with individuals, families and small businesses to help them prepare for retirement, enjoy it with confidence, and create a legacy that lasts for generations.

My approach is deeply personal. I don’t believe in one-size-fits-all advice—because no two people share the same story, values, or goals. That’s why I take the time to understand your “why,” and build a plan around what truly matters to you.

At Miletti Wealth Management, everything we do is rooted in independence and integrity—free from the pressure or agendas of large firms. I hold the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations, which allow me to bring both technical skill and strategic insight to your planning. But more importantly, I bring a genuine commitment to helping you make informed, confident financial decisions.

At the heart of everything I do is a belief that financial advice should be personal, thoughtful, and free from bias. You’re more than just numbers on a statement—and your plan should be too.

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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