• About Romana Wealth Partners

At Romana Wealth Partners, every relationship is personal. Every plan is rooted in your story. And every decision is guided by the values that define your life—not just your balance sheet. 

Romana is my family’s name in Italy. My grandmother was born in a tiny village called Rauscedo, tucked into the northeastern region of the country. It’s a small farming town of about 1,200 people—unchanged in size for as long as I can remember. The families there grow grapes for wine, and because so many share the same last names, the tradition is to give each family its own identifying name. Ours was Romana, because my great-great-grandmother came from Rome. 

That name, passed through generations, represents roots, identity, and heritage—everything that feels timeless and grounded. 

When I chose it for my firm, it was more than a nod to my family history. It became a reflection of how I work with clients: with care, with connection, and with the belief that your financial life should be built on something that truly matters to you.

At Romana Wealth Partners, we don't just manage money -- we build relationships. This isn't a one-time transaction or once a year check-in. We walk alongside our clients through life's changes--sometimes joyful, sometimes difficult; with empathy, clarity and care. You're not just hiring a financial advisor; you're gaining a long-term partner who is invested in your life, not just your portfolio.