Welcome

Bacarella Wealth Consultants, LLC

Your Future and how we help you plan for it...

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

We are committed to working comprehensively with our clients on their wealth management plan:

We use a disciplined approach to working with our clients' wealth management plans.  We use a document that lists the 13 wealth management issues that our research has shown are most important for families to develop an action plan.

We can provide this level of service to our clients with resources that we have obtained through affiliations with Sigma Financial Corporation and dozens of leading financial product distributors and platforms.

We deliver this service in a highly personalized, and we believe a unique way and accomplish this by:

1) Committing to developing a clear communication plan to help exceed our clients' expectations.

2) We commit to consistently keep our clients informed about critical financial planning issues; in turn, we expect the same commitment from our clients.

3) And by utilizing a highly experienced team of consultants who are committed to you our clients.

We look forward to helping you and your family reach your goals.