Luis Miletti Jr. is a nationally recognized Wealth Manager and founder of Miletti Wealth Management, an independent firm dedicated to sophisticated planning without the conflicts of large institutions. Over more than 20 years — including 15+ years advising as a fiduciary — he has guided affluent retirees, executives, and business owners through complex decisions around income longevity, tax reduction, risk exposure, business exits, and multi-generational wealth transfer.
To centralize and elevate the level of service provided to his top clients, Luis also founded MWM Family Office, a virtual family office platform that integrates investment management, tax strategy, legal coordination, estate design, insurance oversight, philanthropy planning, and legacy governance into one coordinated advisory framework.
Luis is one of a select group of advisors holding both the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) designations. His work is grounded in behavioral finance and his proprietary North Star Method™ — uncovering the “why” behind a family’s wealth before engineering the strategies to protect and transmit it. This allows clients to make confident, purpose-anchored decisions insulated from market emotions and short-term bias.
As the best-selling author of The Compass and the Coin and The Why Behind the Wealth, Luis distills two decades of high-net-worth experience into actionable frameworks used by families across the country. His reputation is built on turning complexity into clarity — designing income plans that endure volatility, reducing lifetime tax drag with precision planning, and building intergenerational structures that protect families long after the current generation is gone.
Miletti Wealth Management and MWM Family Office serve clients who refuse one-size-fits-all advice — clients who demand strategy over sales, evidence over opinion, and a planning experience engineered around their legacy, not Wall Street’s incentives.
