Trasatti Wealth Planning is an independent fee-only investment advisory firm. We have built a reputation for providing comprehensive financial planning and investment management services to our clients.

Our objective is to simplify our clients' financial lives by utilizing the experience and resources available through us.

We are pleased that you have found us here and proud to present who we are and how we can benefit you and your family.

In late 2004, Gabe Trasatti started Trasatti Wealth Planning, LLC, to provide comprehensive financial planning and investment Management services to individuals, families, and small business owners.  He envisioned a firm that was strictly independent of the Wall Street mentality and answered only to its clients.  Although located in the Washington/Baltimore metropolitan area, its clients include families and small businesses throughout the country. 

As an independent firm, Trasatti Wealth Planning does not receive any economic benefit or compensation from outside companies.  In order to provide world-class services to its clients, it has developed strategic alliances with highly reputable companies who share in the same philosophy of quality service and independent advice.

2408 Peppermill Drive, Suite 2H • Glen Burnie, MD 21061 • Tel 410.244.6222 • Fax 800.301.3619 • info@trasattiwp.com