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.