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. At PWM, we understand the perspectives from both sides of the table, enabling us to craft defined contribution plans that benefit you, as well as your employees.
We strive to create a solution for you and your staff so everyone can focus on maintaining a successful career and outlook. Direct experience is valuable, but it's not enough. Spending the necessary time together to craft an individual investment plan is step 1 in our process and how we begin to look differently than other firms.
We strive to create a solution for you and your staff so everyone can focus on maintaining a successful career and outlook. Direct experience is valuable, but it's not enough. Spending the necessary time together to craft an individual investment plan is step 1 in our process and how we begin to look differently than other firms.
Services
Jeff is the founder of Pangaro Wealth Management with over 20 years of experience in the financial services industry. He has a proven track record of working with many different types of clients, especially business owners and families with complex wealth needs.
Along with providing comprehensive financial planning strategies, he is experienced in retirement plan consulting, assisting with 401(k), 403(b), and 457 plans, as well as defined contributions, defined benefits, deferred compensation, and cash balance plans.Jeff is a lifelong resident of Connecticut and is an active member of his local community.
Along with providing comprehensive financial planning strategies, he is experienced in retirement plan consulting, assisting with 401(k), 403(b), and 457 plans, as well as defined contributions, defined benefits, deferred compensation, and cash balance plans.Jeff is a lifelong resident of Connecticut and is an active member of his local community.
We will meet and discuss your situation as much as possible. Not only does diversification matter but location, and future use, matter just as much. By limiting the number of clients we work with, it allows us to spend as much time as needed to achieve success in the process. Are you just a part of a mega portfolio?
In addition to securing your own retirement, as a retirement plan sponsor, it's important to offer your employees the opportunity to plan ahead for their life past employment. We believe people are becoming more and more concerned about having enough resources to not only sustain their lifestyle in retirement, but to also have the freedom to pursue other passions beyond their previous profession.
Reviews (1)
Susan Valle
Nov 20, 2020
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