Panarella Wealth Management LLC is a private, 100% independent Registered Investment Advisor (RIA) in Hartford, CT and founded in 2012. The firm provides comprehensive wealth planning and manages a range of investment portfolios on behalf of families of Corporate Executives, Medical and Law Professionals, Business Owners and many spirited, thriving Retirees.
We take the time to understand what you want out of life - for yourself and your family - and are committed to delivering compelling investment returns over the long term while keeping you updated along the way. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
We take the time to understand what you want out of life - for yourself and your family - and are committed to delivering compelling investment returns over the long term while keeping you updated along the way. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
Services
Panarella Wealth Management LLC was founded as a Registered Investment Advisory firm in 2012 to provide our clients with an independent, individualized experience towards managing their wealth.
As a business owner, prior executive working for a large corporation, and father of a large family; I recognize the challenges of juggling long hours, making numerous decisions both professionally and personally, and the need to plan and invest for future goals.
As a business owner, prior executive working for a large corporation, and father of a large family; I recognize the challenges of juggling long hours, making numerous decisions both professionally and personally, and the need to plan and invest for future goals.
Discovery - The planning process starts with getting to know you - who you are, what you want to accomplish, who are the people that matter to you, what you want your legacy to be, which investments you are passionate about, what concerns you have and the plan for accomplishing your objectives.
Base Plan - Once we understand who you are and what's important to you, we will help you analyze your priorities, define your vision for the future and create an investment plan that meets your liquidity needs today, longevity needs for tomorrow and legacy needs to preserve your accumulated wealth to benefit the next generation.
Base Plan - Once we understand who you are and what's important to you, we will help you analyze your priorities, define your vision for the future and create an investment plan that meets your liquidity needs today, longevity needs for tomorrow and legacy needs to preserve your accumulated wealth to benefit the next generation.
As a successful executive, professional or business owner you have unlimited access to information about financial planning, investment advice, tax and estate strategies. How do you choose from so many alternatives? At Panarella Wealth Management, we work to simplify this process for you and guide you to the options that matter most to you and your family.
As a Registered Investment Advisor(RIA), Panarella Wealth Management LLC acts in a fiduciary capacity when giving investment advice. A fiduciary capacity means that decisions and recommendations must be made in our client's best interests. As a fee only practice, we do not accept any compensation from third parties, which prevents any potential conflicts and allows us to remain unbiased and truly concentrate on your best interests.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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