A “family office” approach for complete peace of mind

What makes Mainella Private Wealth one of the top investment advisory practices in the country is our ability to seamlessly deliver peace of mind by exceeding every need, solving every problem, and capitalizing on every opportunity. As our clients’ eyes and ears, we pride ourselves on serving as a generator of ideas and strategies for their financial lives, touching everything from investing and insurance to legacy planning and philanthropy.

Financial planning

Defining where you are today, where you want to go, and how we’ll get there.

Business owner planning

Helping you manage business risk, invest and protect your assets, and plan for succession.

Personal tax

Working with your tax advisors to identify and implement tax-smart solutions domestically and in the U.S.

Corporate tax

Covering domestic and cross-border needs, putting sophisticated strategies in place for your corporation.

Estate & legacy planning

Identifying opportunities to protect your estate, simplify the settlement, and build a lasting legacy.

Retirement planning

Maximizing retirement savings and income while respecting your need for security.

Insurance

Protecting your family’s financial security and enhancing after-tax wealth.

Credit & lending

Facilitating your personal and business credit, currency, and cash flow needs.

Charitable giving

Supporting your giving aspirations with flexible options and tax-smart solutions.

Individualized investing

Building a diversified portfolio based on your individual needs for income, growth, and security.

Alternative investments

Leveraging private equity, real estate, and options as suited to your particular needs and goals.

Responsible investing

Taking into account ESG (environmental, social, and governance) considerations.