I will work with you to create the financial plan which helps establish your goals for retirement planning or general investing. I am passionate about the investment selection and can assist in managing all of your investments (IRA, 401K, ETF's, Stocks and Bonds). However, as a fiduciary, I am committed to putting the needs of my clients ahead of my own. Therefore, my firm does not have any proprietary products which typically creates a conflict of interest between the client and advisor.
I am proud to commit to the following fiduciary principles :
I believe in placing your best interests first.
I will act with prudence, the skill, care, diligence, and good judgement of a professional. I will not mislead you and will provide conspicuous, full & fair disclosure of all important facts. I will disclose and fairly manage, in your favor, any unavoidable conflicts. As such, I'm compensated as a fee-based wealth manager, not on commission.
We start by clarifying your investment goals with liquidity needs and risk tolerance. I believe in maintaining long-term relationships by meeting or speaking regularly to see if you have any material changes happening in your life. When appropriate, I take action to keep your portfolio balanced and goals aligned.
Avanti Wealth Management is an independent, boutique style investment services firm utilizing Charles Schwab as a custodian. My team and I believe in a commitment to customer service, ethics, and integrity. We don't believe in voice response systems or waiting 15 minutes to speak with a capable human being.
Long term investors typically face periods of volatility and drawdowns and so we believe in adapting to financial conditions. When life knocks you down, it's important to get back up and keep moving forward; or as I like to say, Avanti!
Pasquale developed his deep interest in financial markets while working towards his Economics degree from Rutgers University. In his early career, he worked for big firms such as Merrill Lynch and Morgan Stanley in various roles and capacities. He spent more than five years as a financial advisor at Edward Jones, building face to face relationships within the local community. He continued that tradition and values as an independent advisor with Kingsview Wealth Management for almost 7 years. In keeping with the entrepreneurial spirit and independence, Pasquale created Avanti Wealth Management to help families and individuals meet their short-term and long-term financial goals.
Born in the U.S. as a first generation Italian-American, Pasquale is fluent in Italian and eager to continue building and establishing good working relationships. He’s also involved within the local community as a board member for both Nutley UNICO and the Chamber of Commerce. In his spare time, he enjoys dining, travel, fitness, and spending time with family and friends.
As the old saying goes, people don't plan to fail, they simply fail to plan. If you are thinking of becoming a client, get your financial statements prepared and contact me for a free consultation. I am happy to provide a free review and impartial opinion of your current financial investments or retirement plans.
It is never too early to get started on your investment plan. Tell us more about your investment goals, and we will get you started on a financial plan to achieve them.
17 Sylvan Street, Suite 104, Rutherford, New Jersey 07070
Monday - Friday: 9am - 5pm
In office appointments are made upon request