Luis Miletti Jr., CIMA®, CRPC®
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.Â
Louisville, Kentucky
“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.”
How can I help?
Retirement Planning
​​Investment Management
Tax Optimization
We aim to take the ambiguity 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.
Risk Management
Identify and address potential risks to help protect your assets in an ever-changing market landscape.
Monthly recaps on financial markets. Stay in the loop with Luis.
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.Â
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.Â
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.Â
My financial guidance is centered around a deep understanding of behavioral finance. Ultimately, this helps me understand why people make certain financial decisions. For clients, this allows me to help them understand why they want to make a specific decision and the outcomes they should consider.Â
I work with high-net-worth individuals/families, business owners, pre-retirees, retirees, and non-profit organizations.Â
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.
My areas of expertise span retirement income planning, investment management, behavioral finance, financial planning, risk management, and tax optimization.Â
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.
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 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.
