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A Little About Me
Dr. Roseann Monteleone
Financial Advisor
I love to learn! More importantly, I LOVE HELPING PEOPLE TO LEARN!
Educating others has been at the core of my three-decade-long professional career. For 13 of those years, I have been committed to helping my clients learn and unravel the mystery of personal finance. Step-by-step I have built a community of learners/investors who are more empowered and excited today about their finances than ever before.
However, I never set out to be just a “good’ Financial Advisor because they already exist. Honestly, my goal has always been to be a GREAT Financial Coach, Educator, and Advisor.
You see…. the topic of money is not easy for some folks. In fact, it’s downright overwhelming. Furthermore, it is not just about investing your money either. There is so much more.
It is about helping you to define WHAT and HOW you wish to live your life today and in the future.
It is about COACHING you through your fear of having enough resources in your 90s.
It is about LISTENING to your ideas and dreams and putting them into a well-defined written plan with obtainable goals.
I have a dream as well. My dream is to help as many others as possible to reach their dreams by being patient and compassionate to help you achieve peace of mind!
Let’s take the first step together!
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.
Our Custodian
Bella Vita Wealth Management is proud to utilize BNY MELLON | PERSHING as custodian. For more than 80 years, Pershing has been a leading global provider of financial business with over $2 Trillion of global assets. The strength and stability of BNY Mellon Pershing provide global clearing and settlement in equities, fixed income, annuities, and more (Pershing, 2022).
Understanding the Protection of Client Assets
About Us!
Bella Vita Wealth Management is a women-owned and women-focused financial services firm. We are dedicated to helping women through all stages in life. Whether you are just graduating from college, recently single, or getting ready to retire we are here to help!
Our mission is to help you prioritize and plan so you can spend more time doing what you enjoy most. 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 always ready to assist you. Our name says it all!