Perrotti Partners, LLC is an independent wealth management firm. We specialize in the retirement planning process and a customized approach to income oriented investments. Through our affiliation with “MACC” and “MAFM” we offer municipal, corporate, and government securities, guided portfolio management programs, all types of mutual funds, exchange traded funds (ETFs), common stocks, unit trusts, annuities, and specially managed accounts.
No Charge for Initial Consultation
We have always believed that our clients’ needs are our top priority. Helping you meet your goals is our main concern. Our initial consultation will begin with an introduction to our primary staff and a brief session where we will allow you to ask us general questions about ourselves, our business, and our methods of operation. Later on, if you are comfortable with working with us we will ask you to complete a questionnaire about yourself. Besides financial information it will ask you about your personal goals, desires and objectives. If it’s your dream to own a cabin in the mountains or play golf every day, we want to know. This information will be held in the strictest confidence and will help us determine appropriate directions for your long term planning.
Free Portfolio Review
If you have a portfolio that you have not been satisfied with or you are not comfortable with your existing advisor, brokerage firm, or mutual fund, we will provide a second opinion on your existing investments without cost.
