Rialto Wealth Management

Rialto Wealth Management is an investment advisor firm based in Syracuse, NY, established by Michael L. Antonacci, Edward J. Barno, Ethan D. Gilbert, Rachel Ryan, and Jeffrey H. Watson. The firm specializes in providing fee-based, fiduciary investment management and financial planning services, primarily using low-cost non-actively managed mutual funds and exchange-traded funds. Rialto offers custom portfolio management on a discretionary basis tailored to client objectives. The firm also provides pension consulting services to Qualified Plans, offering fiduciary investment advice based on client goals and financial situations. Additionally, Rialto offers financial planning services encompassing tailored investment advice, retirement planning, tax optimization, estate planning, and more. As of December 31, 2024, Rialto managed $385,685,000 in discretionary and $17,998,000 in non-discretionary client assets. The fee structure includes asset management fees based on a tiered schedule and fixed fees for financial planning services. Rialto does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not have custody of client funds, except for fee deduction, and exercises investment discretion in client accounts. Clients are encouraged to review account statements regularly and are provided with detailed reports. Rialto does not vote on client securities proxies and has not had any disciplinary events. The firm maintains a Code of Ethics and seeks best execution for client transactions.