Your Partner in Wealth & Business Success
Who We Are
We are a Florida-based investment management firm dedicated to helping advisors and businesses grow by offering institutional-grade solutions tailored to their needs.
For advisors, we deliver white-label portfolio management and OCIO services, providing disciplined oversight, portfolio design, and economic analysis, freeing them to focus on expanding their practice and deepening client relationships.
For businesses, our controlling and accounting services bring financial clarity and operational efficiency. Acting as a dedicated finance department, we manage the complexity of accounting so business owners can concentrate on growth, profitability, and serving their customers.
At Wealth Warden Partners, our mission is simple: provide the expertise and infrastructure that allow advisors and entrepreneurs to do what they do best: build trusted relationships and drive long-term success.
Our Mission
“Our mission is to empower individuals, advisors, and entrepreneurs by converting bold ambitions into actionable strategies, offering world-class financial expertise and operational support without compromise.”
What We Offer
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Oversight & Accountability
Operational Efficiency
Performance Monitoring
Risk management oversight
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Personalized Strategies
Client Relationship Focus
Goal-Based Planning
Comprehensive Solutions
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Institutional-Grade Portfolio Design
Continuous Monitoring
Economic & Market Analysis
Dedicated Investment Department
Who We Work With
Independent RIAs and advisor teams
Solo advisors and boutique firms
Individuals and families seeking financial planning
Entrepreneurs and business owners needing accounting support
Advisors preparing for retirement or succession
Why Partner With Us
Efficient & Affordable
Expert support without the cost or complexity of building in-house teams.
Institutional Quality
Professional-grade expertise, without the bureaucracy or red tape.
Client-Centered
We help you create space to deepen relationships. Our behind-the-scenes support boosts your front-stage performance.
Succession & Stability
Long-term support that ensures continuity, confidence, and peace of mind.
Transparent & Scalable
Clear pricing designed to grow with you, always aligned with your success.
The Values Behind Our Work
Our Vision
Professionalize the dreams and freedom of others
Provide structure to bold ambitions
Uphold integrity in every decision
Stay true to the principles of strategic wealth
Our Mission
Empower individuals, advisors, and entrepreneurs
Transform bold ambitions into actionable strategies
Deliver world-class financial expertise
Provide operational support without compromise
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
Meet the Team
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Pedro Tonietto, MsF
Chief Executive Officer | Chief Investment Officer
pedro.tonietto@wardenpartners.com
Pedro Tonietto is the Founder, CEO, and Chief Investment Officer of Wealth Warden Partners. He holds a B.S. in Finance and an M.S. in Financial Mathematics, completing both the STEM and CFA tracks. His academic foundation combines applied mathematics, forecasting, and advanced portfolio analysis with deep knowledge of equity valuation, fixed income, derivatives, and ethical standards.
With experience at some of the largest financial institutions in the country as well as boutique wealth firms, Pedro blends institutional-grade investment expertise with the personalized service of an independent advisor. His approach is distinguished not only by technical skill but also by an understanding of the psychology of finance, helping clients and advisors navigate decisions with clarity and confidence.
At Wealth Warden Partners, Pedro leads with a mission to provide independent, conflict-free investment oversight and wealth management solutions. His leadership is defined by discipline, objectivity, and a relentless commitment to elevating client outcomes.
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Matthew Rutledge
Chief Operating Officer
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Taidje Devore
Chief Accounting Officer
taidje.devore@wardenpartners.com
Taidje Devore leads the Accounting and Controlling Services division at Wealth Warden Partners, bringing deep expertise in financial management, process improvement, and client advisory across industries including consumer packaged goods (CPG) and SaaS.
A graduate of the University of South Florida St. Petersburg with a Bachelor’s in Accounting and a concentration in FP&A and financial accounting, Taidje blends technical precision with a practical, client-first approach.
At Wealth Warden Partners, he oversees the design and delivery of streamlined accounting solutions, helping businesses gain clarity, efficiency, and confidence in their financial operations. His leadership ensures that clients experience the same commitment to excellence that defines the firm’s broader mission.
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Cecilia Li
Portfolio Manager
Cecilia Li serves as a Portfolio Manager at Wealth Warden Partners, where she leads strategy development for the firm’s hedge fund initiatives. She is a graduate student in Columbia University’s Mathematics of Finance program and holds a B.A. in Economics and Mathematics from UCLA, with a focus on advanced quantitative methods and cross-asset investing.
Her expertise spans foreign exchange, volatility, fixed income, and equity momentum strategies, supported by hands-on experience in macroeconomic research, options modeling, and portfolio construction. At Wealth Warden Partners, Cecilia blends academic rigor with practical insight to design and implement data-driven investment strategies that drive performance and support institutional-grade solutions.
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Lam Nguyen
Lead Equity and Financial Markets Analyst
Lam is a Finance student at the University of Florida with direct experience managing over $1.7 million in student-led funds. He has served as a Senior Analyst in both equity and fixed income roles, applying advanced valuation techniques, scenario modeling, and Python-based tools to drive investment decisions.
At Wealth Warden Partners, Lam supports portfolio construction, macroeconomic research, and strategy development across asset classes, while building toward a long-term career in investment management.
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Nam Nguyen
Wealth Management Quantitative Analyst
Nam supports portfolio research, investment strategy, and performance reporting. He focuses on applying quantitative methods to equity analysis, portfolio construction, and data-driven decision-making.
With a background in finance and a growing expertise in modeling and analytics, Nam contributes to the development of institutional-quality strategies tailored for advisors and clients. His work bridges research and execution, bringing analytical rigor and practical insight to the firm’s wealth management operations.
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Tuan Kiet Do
Financial Analyst
tuan.kiet.do@wardenpartners.com
Tuan is a Financial Analyst at Wealth Warden Partners, where he supports the firm’s Accounting & Controlling services as well as its Business Consulting operations. He is currently pursuing a B.S. in Finance at the University of South Florida’s Muma College of Business, with academic concentrations in investment analysis, portfolio theory, and financial modeling.
At Wealth Warden Partners, Tuan applies his skills in financial reporting, data analytics, and process improvement to help businesses strengthen decision-making and operational efficiency. With a background in investment research and quantitative strategy development, he bridges technical analysis with practical business insights, contributing to both client consulting projects and the firm’s broader investment initiatives.
Connect with us
633 N Franklin St, Ste 510
Tampa, FL 33602
Hours
Monday–Friday
9am–5pm
Phone
(813) 308-9761