Militello Wealth Management

Militello Wealth Management, located at 650B Pierce Boulevard in O'Fallon, Illinois, is a finance institution specializing in diverse asset investments for high net worth individuals. They focus on alternative investments and tax-advantaged strategies to unlock new opportunities for wealth creation and portfolio diversification. Their team aims to provide unique opportunities for wealth creation by mitigating risk and generating returns that are less correlated to traditional markets.

By optimizing expected returns within defined risk ranges, Militello Wealth Management helps individuals, families, and select institutions access wealth opportunities historically available only to the mega-wealthy. Their investment process focuses on risk/return ratios using “mean-variance optimization” to enhance portfolio risk/return ratios and help clients achieve financial objectives.

Militello Wealth Management is a dba of Integrated Wealth Advisors, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission. They provide personalized investment advice in states where they are registered or exempt from registration requirements. Clients are encouraged to consult with their tax advisor or attorney as Militello Wealth Management does not provide legal or tax advice.