Our Difference 

There are thousands of professionals you can consult for your financial planning needs.  At Barilotti Wealth Strategies, we deliver exceptional guidance and value by focusing on two things:

Professional Guidance.  

We recognize the importance of our role in providing clear direction for your financial well-being. We take your money seriously and take the necessary measures to ensure we deliver quality, objective advice.  That is why Christy is a CERTIFIED FINANCIAL PLANNER^TM professional.  A registered CFP® professional with the CFP Board of Standards has passed certain tests, taken continuing education classes and complied with a code of ethics.  The CFP board exam is the only Board certified designation in the financial industry.  Financial advisors at other institutions might not be CFP® practitioners so be sure to ask!  For more info on the CFP® certification, click here.

Personal Attention.

Family is not a metaphor, it’s the way we do business.  And we mean it.  Just ask our right  hand woman, Dina Barilotti, Christy Barilotti’s younger sister.  We recognize that financial matters can be sensitive and even nerve-wrecking.  That is why our 6 Step Wealth Management Process is designed to help us approach you as family, ensuring that we always consider the more personal circumstances of your situation while providing quality advice.

For Our Busiest Clients  

  
eMoney is a web-based financial and wealth planning system that provides a daily-updated, 360-degree view of your financial portfolio.

To accommodate clients with busy schedules, we’re registered with the eMoney Advisor network. Contact Barilotti Wealth Strategies for access. Already an eMoney user?  Log in here.