Troiani Wealth Management

New Hamilton office coming soon!

Experience, Perspective, Commitment™

At Troiani Wealth Management, we build lifelong relationships with our clients. We’re continually driven by the impact we get to have on the lives of the people we work with. For 34 years, we’ve guided clients as they’ve grown and moved toward the things they aspire to do and to be. We work with clients across generations and demographics – supporting hard-working families, entrepreneurial-minded professionals and academics and advising multiple generations within families.

We’d like to do the same for you. Here’s what we bring to the table:

Experience

We have three and a half decades of experience taking a value manager approach to portfolio management. Our deep understanding of the markets supports us in finding undervalued companies and opportunities for clients. We help you invest with intention by ensuring every individual security you hold aligns with your vision and values.

Perspective

We’re educators by nature and aim to demystify the markets. We avoid jargon and strive to be clear, concise, and transparent with our advice and perspectives. We want you to understand how we construct your portfolio to align to your goals and help you find solutions to any challenges that arise. We don’t shy away from honest conversations.

Commitment

We’re committed to you and your goals and are proactive by nature. Every element of your wealth plan needs to align with your needs and ambitions. No elements are overlooked from tax and estate optimization to financial planning and insurance. At Richardson Wealth we’re never pressured to sell a product or service – every element of your plan is designed with your best interest in mind. We are big proponents of clear and consistent communication and are committed to providing our clients with a high-touch level of service.

Reach out to learn more about how we can bring value to your wealth and your life.