What We Do and How We Help

By Kari McLeod, Pangaro Wealth Management

Money may seem strictly analytical, but it plays a huge role in our emotional lives. According to a stress report conducted by American Psychological Association, nearly three-quarters of adults feel stressed about money at least some of the time, and almost one-quarter experience extreme stress about money. Emotions affect financial decisions we make, which can have an adverse impact in the long run, whether it’s taking too much risk with investments or not having proper insurance policies in place. Even though finances are the first thing people worry about, they’re also the last thing they feel comfortable talking about with their loved ones. 

At Pangaro Wealth Management, we understand that everyone feels stressed about their finances during life. We founded our firm to help individuals, families, and business owners to serve as a trusted advisor with whom they feel comfortable discussing their financial concerns and dreams. We strive to instill a sense of security and arm them with a comprehensive plan that incorporates both their immediate and long-term goals and outlines how they can successfully transition from where they are today to where they seek to be in the future.

What We Offer

Many people don’t realize that the process of financial planning is just as important as the specific products or services. As an independent firm with a diverse team of professionals, we have the ability to provide a comprehensive range of services, from personal financial planning for families to retirement plan consulting for businesses. In providing these services, we use a high-touch process.

We work hard to listen to your desires and devise a comprehensive plan that addresses all elements of your financial life and any potential issues that could affect your outcomes. While every plan is unique, we address multiple concerns and needs, including life insurance and long-term care strategies, current and future retirement needs, and many others. Once your strategies are in place, we stay in frequent communication, whether it’s reviewing your plan and making updates or answering any questions you have.

Why Clients Choose Pangaro Wealth Management

We believe individuals, families, and business owners choose to work with us because we are a high touch and proactive firm they can trust to guide them toward their desired outcomes. When working with us, they know they are not alone and that we are a reliable resource they can turn to for objective guidance, unbiased advice, and ongoing support. We like to tell people that we consider ourselves as part of their “life team.” Just as we rely on doctors for medical advice, we want clients to know they can turn to us whenever they have financial questions. It can be hard to accomplish goals on our own, but the support of a community can drive success.

As a primarily referral based business, we take pride in knowing that so many of our clients trust us to help their loved ones. We build strong connections with the families and business owners we work with, always putting honesty first — even if it means providing news you don’t want to hear. Even though it’s not easy delivering the news, we want to set you up for success and always put your best interests first. As a result, clients often tell us how relatable we are and how comfortable they feel sharing the personal details of their lives with us.

How to Get Started

There is nothing more satisfying or fulfilling in our jobs than seeing our clients reach a goal or successfully tackle a financial milestone. Helping so many people in our community drives us every day in our career. We enjoy meeting with individuals, families, and business owners in all stages of life to learn about their goals and see if we may be able to help. To schedule a complimentary financial consultation, or to get a second opinion on your current strategies, click here or contact our office today by calling (203) 439-2626.

About Pangaro Wealth Management

Pangaro Wealth Management is a Registered Investment Advisory firm providing financial planning, risk management, and retirement plan consulting for individuals, families, and business owners. Led by a team of experienced financial professionals with diverse backgrounds, the firm focuses on doing one thing extremely well and with unparalleled dedication and commitment: connecting their clients’ dreams with sound financial strategies. By collaborating as a team, they provide greater depth and more advanced strategizing to clients’ plans and needs. Deeply rooted in their community, they serve clients throughout Connecticut, reaching to Cheshire, Meriden, New Haven, Torrington, Avon, West Hartford, Farmington Valley, Vernon, and beyond. To schedule an appointment, click here. To learn more about their services, visit www.pangarowealthmanagement.com or connect with them on LinkedIn.

Have questions or need help? Book a phone call or meeting using our online calendar now!