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Women-Focused

FINANCIAL PLANNING | ADVISING | WEALTH MANAGEMENT

Our Specialties

  • 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.

    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.

  • 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

    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.

  • 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.

    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.