Confetti Wealth

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Christopher Root

Christopher Root

CFP®, CRPC®, ChFC®, CLTC®, APMA®

Financial Advisor

Business Financial Advisor
Visit Christopher Root's website
Amanda Petri

Amanda Petri

BFA, CRPC®

Financial Advisor

Visit Amanda Petri's website
Michael Cassel

Michael Cassel

BFA

Financial Advisor

Visit Michael Cassel's website