By appointment only
Michelle Patello
Why work with us?
A tailored financial roadmap
We build your financial plan around you-your life, goals, and values-with advice that adapts as your needs evolve and your journey moves forward.
Comprehensive advice, real results
Trusted by professionals for over 100 years, we offer advice and solutions with a retirement-first focus- designed for real impact, not quick wins.
Holistic legacy planning
Get personalized guidance for retirement, estate planning and more-built on trust, long-term vision, and our fiduciary duty to put your needs first.
PLAN. GROW. PROTECT
Who we are, what we do
About TIAA
TIAA is a trusted financial services provider with a mission to help people achieve lifelong financial well-being. Since 1918, we've helped educators, healthcare workers, and nonprofit employees retire with confidence. Our strength lies in our deep expertise in retirement planning, responsible investing, and income solutions.
We put our participants first-offering advice, education, and tools to help them make informed decisions. With a long-standing commitment to doing what's right, we've earned recognition as one of the World's Most Ethical Companies and continue to help individuals and institutions plan for a secure financial future.
TIAA Wealth Management
TIAA Wealth Management offers personalized financial guidance grounded in experience and trust. Our advisors partner with you to create a tailored plan that supports your unique goals-whether that means growing wealth, planning your legacy, or navigating retirement.
We take a holistic approach, covering investment management, estate strategies, tax planning, and more. As fiduciaries, we prioritize your interests and focus on delivering advice that aligns with your life. Backed by the strength and history of TIAA, our advisors are here to help you make confident decisions and build a financial future that works for you.
FEATURED WEALTH INSIGHTS
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This content is for informational purposes only and is not fiduciary investment advice, a securities or investment strategy, or an insurance product recommendation, and does not consider an individual or plan sponsor’s own objectives or circumstances unless stated otherwise.
Annuities are issued by Teachers Insurance and Annuity Association of America (TIAA) (CA Certificate of Authority 3092) and College Retirement Equities Fund, New York NY. TIAA also issues institutional guaranteed funding agreements. Each is responsible for its own financial condition and contractual obligations. Guarantees are subject to the claims-paying ability of the issuing entity. See here for TIAA’s ratings for stability, claims-paying ability, and overall financial strength. Guaranteed interest contracts are not investments for securities law purposes.
TIAA-CREF Individual & Institutional Services, LLC, is a registered broker-dealer and investment adviser, member FINRA / SIPC. Read the TIAA-CREF Individual & Institutional Services, LLC, Statement of Financial Condition.
TIAA Trust, N.A. provides investment management, custody, and trust services.
TIAA companies and CREF do not provide legal or tax advice. Consult your advisors to address your specific circumstances.
Consider investment objectives, risks, charges and expenses before investing. Call 877-518-9161 or go to www.tiaa.org/prospectuses for current product and fund prospectuses for this and other information. Read the prospectus carefully before investing.
SECURITIES AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OF OR GUARANTEED BY ANY BANK OR A CONDITION TO ANY BANKING SERVICE OR ACTIVITY • SUBJECT (IN THE CASE OF SECURITIES AND VARIABLE ANNUITY PRODUCTS) TO INVESTMENT RISKS INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.
© 2026 and prior years. Teachers Insurance and Annuity Association of America & College Retirement Equities Fund.