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About Us!
Bella Vita Wealth Management is a women-owned and women-focused financial services firm. We are dedicated to helping women through all stages in life. Whether you are just graduating from college, recently single, or getting ready to retire we are here to help!
Our mission is to help you prioritize and plan so you can spend more time doing what you enjoy most. Whether it is spending more time with family, traveling the world, starting a business, or following one's dreams, your financial planning should reflect that. We understand that life doesn't always go as planned, but our advisors are always ready to assist you. Our name says it all!
Bella Vita… Living one's most beautiful life!
Our Specialties
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Women
As working professionals, business owners, or at-home mothers, we are tasked with many financial responsibilities. Bella Vita offers support and compassionate advising for all your endeavors.
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Special Needs
Through personal experience raising a special needs child and 20+ years of being an educational advocate for families, Dr. Monteleone can truly understand and appreciate the many challenges families face. Schooling, medical, and financial ordeals can be confusing and frustrating, but with the assistance of Bella Vita, families can rest assured that a knowledgeable guide is on their side.
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Business Owners
Owning a business requires time and energy beyond the normal workday. Let us help you create efficiencies in your company's cash flow, as well as provide expertise in your healthcare, insurance, and retirement needs for you and your employees.
Women-Focused
FINANCIAL PLANNING | ADVISING | WEALTH MANAGEMENT
Experience the Bella Vita Way
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Priotitzing
Your Most Important Goals.
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Strategizing
With tax-efficient solutions.
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Developing
Customized goal-based plans.
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Reviewing
Quarterly & Annual Reviews
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Evaluating
For Potential Risk And Exposure.
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Collaborating
Collaborating with Attorneys & CPAs
Facts about Women & Money
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90%
The number of women in the household that are involved with making financial decisions.
(Bier, 2016) -
50%
Women make up half of the US Workforce and are expected to control over 65% of the wealth by 2030. (Bier, 2016)
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42%
Of all US businesses are Women-Owned.
(American Express, 2019)
A Little About Me
Dr. Roseann Monteleone
Financial Advisor
I love to learn! More importantly, I LOVE HELPING PEOPLE TO LEARN!
Educating others has been at the core of my three-decade-long professional career. For 13 of those years, I have been committed to helping my clients learn and unravel the mystery of personal finance. Step-by-step I have built a community of learners/investors who are more empowered and excited today about their finances than ever before.
However, I never set out to be just a “good’ Financial Advisor because they already exist. Honestly, my goal has always been to be a GREAT Financial Coach, Educator, and Advisor.
You see…. the topic of money is not easy for some folks. In fact, it’s downright overwhelming. Furthermore, it is not just about investing your money either. There is so much more.
It is about helping you to define WHAT and HOW you wish to live your life today and in the future.
It is about COACHING you through your fear of having enough resources in your 90s.
It is about LISTENING to your ideas and dreams and putting them into a well-defined written plan with obtainable goals.
I have a dream as well. My dream is to help as many others as possible to reach their dreams by being patient and compassionate to help you achieve peace of mind!
Let’s take the first step together!
Our Network of Support
