Rialto Wealth Management is a fee-only fiduciary investment advisor that emphasizes comprehensive financial planning. We manage $202,000,000 for 104 households in Upstate New York and across the country. Like Dr. Dahle, we are firm believers in evidence-based low-cost investing and putting a focus on financial planning. We are committed to dedicating a meaningful amount of time to each client as evidenced by our low client to advisor ratio (27 to 1).
Members of our team have earned the following credentials: CFA, CFP, CPA, CPWA, and Juris Doctor. While each client of Rialto has a primary and secondary advisor, everyone is a client of the firm and the firm’s full resources. Whether you want help saving for retirement, with estate planning, paying down student loans, or saving for a shorter-term goal, the team at Rialto is here to help.
If you’re interested in learning more about our firm and how we can help you achieve your goals, please reach out to schedule an appointment.
- Services: Financial Planning, Investment Management, Student Loan Management, Tax Strategizing, Estate Planning, Workplace Retirement Plans
- Ideal Client: A physician seeking a fee-only fiduciary advisor
- Location: Syracuse, NY
- Rialto Wealth Management Application, ADV2
- Website, [email protected], (315) 992-6336
Ongoing Investment Management and Financial Planning:
First $1,000,000 0.75%
Next $4,000,000 0.55%
Next $5,000,000 0.35%
Above $10,000,000 0.20%
*We do not bill on assets held away.
Single Engagement Financial Plan: $2,250