Louisville, KY
Luis Miletti Jr.
Hello there! I’m Luis Miletti Jr., a Wealth Manager specializing in retirement income planning, risk management, and tax optimization. I’ve been in the financial space for two decades, serving as an advisor for 15 years. With a passion for serving people and helping them achieve financial goals, I founded Miletti Wealth Management with the intention to provide a client experience unrestricted by the potential of biased firms. Behavioral finance is at the center of all of my client interactions, allowing me to help my clients make better financial decisions. I believe that you are more than just the numbers on your statements! A good financial advisor takes their time to understand your “why” and help you build the appropriate plan to reach your financial goals.
I help clients build personalized portfolios that incorporate risk tolerance and behavioral finance principles that ultimately reflect who they are while factoring in market fluctuations.
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DREAMS INTO ACTIONABLE PLANS
Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
STRATEGIC, DATA-DRIVEN INVESTING FOR AMBITIOUS RESULTS
Investment Management
Personalized wealth management is aimed to help our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
STRIVING TO MINIMIZE YOUR TAX BURDEN
Tax Optimization
We aim to take the ambiguity out of tax planning by utilizing tax-reducing strategies that encompass your overall tax liability. We do it by putting together a game plan that is specific to your needs.
MANAGING YOUR RISK
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Published Content
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’s published work
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’s resources
Behavioral Finance Guide
Behavioral finance is the study of how emotions, mental shortcuts, and psychological factors shape our financial decisions. Read our guide to discover how understanding behavioral finance could help you avoid sabotaging your financial goals.
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Get to know
Luis
Luis Miletti Jr., CIMA®, CRPC® is a Wealth Manager and founder of Miletti Wealth Management.
With an early interest in math and a desire to help people, Luis realized that finance would provide the perfect opportunity to blend his passions. During his preparation as a Certified Investment Management Analyst ®, he started learning about behavioral finance. These lessons have become a central component of Miletti Wealth Management by helping people understand why certain decisions may or may not be in their best interest.
Outside of work, Luis is married to his wife Yadira, and they have four wonderful children. Luis loves to learn. He’s an avid documentary watcher of everything from history to science.
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How did you become a financial advisor?
I’ve always had a passion for people and a strong interest in math. Combining both of them led me to become a financial advisor, where I could help people achieve their goals through unbiased advice and guidance.
What types of clients do you work with?
I work with high-net-worth individuals/families, business owners, pre-retirees, retirees, and non-profit organizations.
What areas of expertise do you have?
My areas of expertise span retirement income planning, investment management, behavioral finance, financial planning, risk management, and tax optimization.
What kinds of strategies do you help clients with?
I help clients build personalized portfolios that incorporate risk tolerance and behavioral finance principles that ultimately reflect who they are while factoring in market fluctuations.
What is your favorite part of working with clients?
I love the relationships that I have with the families that I serve. Helping clients navigate complex financial situations, walking them through the planning process, and ultimately seeing them fulfill their financial goals are the most rewarding aspects of what I do.
What is it like partnering with Savvy?
I was inspired by Savvy's dedication to creating customer-centric technology. I feel like Savvy starts with the client in mind and looks for ways to improve the client experience, especially their ability to view all aspects of their financial lives in one place.
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Luis
Luis Miletti Jr. is an investment advisor representative registered with Savvy Advisors, Inc. (“Savvy”). All investment advisory services offered by Luis Miletti Jr. are offered through Savvy. Miletti Wealth Management is an independent marketing brand name used by Luis Miletti Jr. for advertising and marketing purposes only. Miletti Wealth Management and Savvy are not related or affiliated. For more information about Savvy, please visit our website.
Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials.