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Helping Women Achieve Financial Freedom
The
Way

About Bella Vita Wealth Management

Bella Vita is about living one’s most beautiful life. Whether it is spending more time with family, traveling the world, starting a business, or following one’s dreams, your financial planning should reflect that. We understand that life doesn’t always go as planned, but our advisors are here –through thick and thin– to assist your specific needs.

Our Speciality

Women

As working professionals, business owners, or at-home mothers, we are tasked with many financial responsibilities. Bella Vita offers support and compassionate advising for all your endeavors.

Special Needs

Through personal experience raising a special needs child and 20+ years of being an educational advocate for families, Dr. Monteleone can truly understand and appreciate the many challenges families face. Schooling, medical, and financial ordeals can be confusing and frustrating, but with the assistance of Bella Vita, families can rest assured that a knowledgeable guide is on their side.

Business Owners

Owning a business requires time and energy beyond the normal workday. Let us help you create efficiencies in your company’s cash flow, as well as provide expertise in your healthcare, insurance, and retirement needs for you and your employees.

Call Today for a Free No Obligation 45 Minute Consultation
727-252-8381

Compassionate Financial Coaching

Financial Planning - Advising - Wealth Management

Experience the way

Prioritizing

Your Most Important Goals

Reviewing

All Personal and Business Insurances

Strategizing

Finding Solutions to your Financial Obstacles

Evaluating

Your Financial Risk and Exposure

Developing

Customized Debt Reduction Plans for you

Collaborating

Collaborating with Estate Planning Attorneys and Tax Advisors

While you manage the responsibilities of your work and family,
we’ll take care of your finances.

Facts about Women &

%
Women in the household that are involved with making financial decisions

(Bier, 2016)

 
%
Women make half of the US workforce, and are expected to control over 65% of the wealth by 2030

(Bier, 2016)

%
Of all of US businesses are women-owned

(American Express, 2019)

 
Bier, J. (2016). Wanted: Women financial advisors. Financial Advisors Magazine. American Express (2019) State of Women-Owned Business Report.

Meet Our Team

Roseann Monteleone 2

Dr. Roseann Monteleone
Financial Advisor

While my career in Finance first began in 1989, I continued to learn and grow in this field. Working as a Financial Advisor, the foundation of my client consultations always began by teaching the basics of money management before creating strategies to invest.

To provide an even greater experience for my clients, I decided to get my Master’s degree in adult learning theories which led me to my doctoral studies in Education and Leadership theory. Immediately upon graduating, I returned to helping and empowering people to reach their financial goals and have peace of mind along the way.

Personally, while raising a child with special needs I began advocating for the rights of the disabled. Nearly 30 years later, I have been an educational advocate for countless families in attending IEP meetings and serving as a liaison between families and schools. The success from my volunteer work has afforded me appointments to local and state agency boards in several states while also lobbying in Washington, DC fighting for the rights of the differently abled people.

I am both proud and fortunate to continue to serve with a special focus on Women, Special Need Families, and Small Business Owners.

Learn to manage your finances and create wealth for generations to come

Our Network of Support

Bella Vita Wealth Management has partnered with Independent Financial Partners (IFP) to provide the technological, compliance, and operational support we need. Through our alliance with IFP, we have access to a wide variety of tools and resources to support plan sponsors, plan participants and private investors. Independent Financial Partners (IFP) is a full-service financial advisor support firm. Financial advisors are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.

Karen1

Karen Hamm

Chief Administrative Officer

Melissa1

Melissa Loner

Chief Compliance Officer

jayne

Jayne Alford

Divisional President, IFP Insurance Group

The above mentioned are employees of Independent Financial Partners and not affiliated with Bella Vita Wealth Management.

Our Custodian

Bella Vita Wealth Management is proud to utilize , the largest custodian to keep your assets safe (Investment New, 2016). With an 80 year history and almost $2 Trillion of global assets, BNY Mellon Pershing provides global clearing and settlement in equities, fixed income, annuities and more.

1. Investment News, 2016, based on number of broker-dealer clients. Source: Clearing, Custody and Settlement

Phone

Office: 727-253-4814
Cell: 727-252-8381
Fax: 727-263-4935

Email

Financial Advisor: Dr. Roseann Monteleone
Roseann@bellavitawm.com
Client Associate: Philip Mosakowski
Philip@bellavitawm.com

Office Time

Mon - Fri 8:00 - 5:00
Evenings/Weekend Appointments

We’d Love to Hear From You

Experience the way