When you look to tomorrow, what do you see? At Fragasso, we will help you reach the tomorrow you want to create. With advice that is personalized and objective, our mission is to guide you through financial complexities so that you can have the peace of mind to pursue your life's aspirations. Each of our clients has a dedicated team of financial professionals - focused on your goals, challenges and progress.
Working together with our in-house portfolio management team, you will receive seamless investment management. Let Fragasso's team of professionals provide you with transparent and proactive advice to equip you with the knowledge you need. Downside protection may not currently be top-of-mind for many investors, with the S&P 500 up 85%.
Working together with our in-house portfolio management team, you will receive seamless investment management. Let Fragasso's team of professionals provide you with transparent and proactive advice to equip you with the knowledge you need. Downside protection may not currently be top-of-mind for many investors, with the S&P 500 up 85%.
Services
The foundation of Fragasso's success is our unique structure and approach. Our approach and how we are compensated are transparent from the beginning. We are primarily a fee-based investment manager providing holistic financial planning guidance and investment management that is free from proprietary products and the conflict of investment commissions.
Your financial success hinges on identifying your unique needs, whether that of an individual, family, business or organization. You need access to investment management and financial planning that is specifically structured to address your unique needs. With nearly half a century of helping clients pursue their financial objectives, we like to think we have experience with just about every possible planning scenario.
Since 1972, Fragasso Financial Advisors has been focused on providing sound asset management and financial planning to individuals. As time goes on and the firm continues to grow, we are now working with multigenerational families, stemming back to those who became clients over thirty years ago. At Fragasso, it is our responsibility to consider your circumstances with a fresh approach couched in time-tested financial planning principles.
Therefore, you need a proactive, experienced and knowledgeable team of financial advocates on your side. We define this high level of service as being 100% focused on you, the client. It means learning everything we can about you. Financial well-being is much more than a matter of investments alone, and one size does not fit all.
Retirement might be a way off, but you want to do everything you can now to be financially prepared for the future. Maybe you just experienced a recent life change like marriage, the birth of a child or you finally landed that dream job. You're entering the stage of life where you'd like to begin to accumulate wealth.
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