Have you spent the better part of your life working and building your career so much so that the thought of retirement scares you?

We're Here to Help

Do you feel guilty for being able to afford what you can afford? That is a symptom of first generational wealth.

The Barilotti Difference

Our goal here at Barilotti Wealth Strategies and Insurance Solutions is to make our clients feel comfortable and at ease spending and saving the money you have worked so hard to build through the
next phase of your life.

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Consultation Today

Confident Decision Making

We want to help our clients navigate through the various financial planning and investment options so that we can provide you with the information necessary to help attain your dreams.

Not only do we strive to offer you the best experience and advice, but we also want to instill in YOU the confidence to make the right decisions for your future.

  • Are you considering buying a vacation home, a boat, an investment property?
  • Have you considered what your lifestyle will look like when you’re no longer paying for your children’s education?
  • Have you started to consider how you will stay active and relevant into retirement?
  • Are you concerned about other family member’s lack of finances and how it will affect you?
  • Do you have a deferred compensation package, RSUs or stock options? Do you even know what that means?
    Fortunately for you, we do!

Our Promise

Barilotti Wealth Strategies and Insurance Solutions, LLC is a financial services firm built on loyalty, integrity and trust.

Honesty

We will always have your best interest in mind and only recommend products and strategies that will benefit you.

Education

This is your money and your life. We want you to understand the whats, whys, in and outs of the planning process and will be sure to guide you through it.

Thoughtfulness

We treat every one of our clients with respect, patience and kindness. You are our number one priority.

Request a Quote

We want to get to know you and understand your goals and objectives.

Services We Offer:

  • Fee-based financial planning
  • Investment advisory services
  • Retirement planning
  • Insurance protection and risk management

Get in Touch

Our Team is Ready

We are ready to help you. We want to be a part of your success.

  • Education

    Life and Health licenses, variable product licenses, FINRA series 6, 63 and 65

  • Experience

    Combined over 40 years of experience

It is not just about money,
It's so much more

When things go well, who do you call first, other than a business partner or family member? When things are falling apart, who do you lean on? If your financial planner isn’t that person, you may need a new planner.

Click here to start your journey