A Comprehensive Wealth Management Firm Focused on You
Pangaro Wealth Management was founded by a team of experienced advisors with the same mission: to empower you to make informed financial decisions and feel confident in your financial future. As fiduciaries, we strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for honest recommendations, lifelong guidance, and a high-touch approach to financial planning.
A Different Kind of Advisor-Client Relationship
We believe there is a better approach to managing your wealth that isn’t available at most financial institutions. Our goal is to provide you with the most straightforward, honest, and unbiased advice possible by operating from an independent structure. As fiduciaries, we seek to serve as a member of your family’s “life team” to help you build your financial future in a more proactive and strategic manner.
Whether you’re just launching your career, running your business, or approaching your Golden Years, we face numerous life experiences throughout life — both expected and unexpected. Wherever you are on your financial journey, we can help you find the right path for you through our comprehensive services.
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. Through financial planning, we can help with:
- Investment Management
- Retirement Planning
- College Planning
- Estate Planning
RETIREMENT PLAN CONSULTING
We take a holistic approach to managing your company’s retirement plan, guiding you through every step of the way, start to finish. Through our services, we can provide:
- Plan Implementation
- Vendor Benchmarking & Fee Analysis
- Investment Due Diligence & Monitoring
- Fiduciary Oversight
- Employee Education
Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. We can assist you in understanding your potential needs for:
- Life Insurance
- Long-Term Care Insurance
- Disability Insurance
- Key Man Insurance