Investment management is what we’re known for at Pascarella Wealth Partners™.

We bring experience, knowledge, and wisdom to portfolio management.

Investments are just as personal and individual as any of the financial topics we explore with clients.

When managing your investments, we will:

• Review asset allocation based on your unique situation and needs. We’ll spend time talking about how investments fit into your overall financial well-being.
• Thoroughly discuss your risk tolerance. Every person has a different comfort level with uncertainty. We will ask questions to help us understand how comfortable you are with investments fluctuating in value.
• Create savings goals. The average person doesn’t save enough. Even a small amount of money invested each month over several years can result in tremendous wealth with the power of compound growth. We will incorporate into your financial plan an investment strategy that balances your spending needs today with your spending goals in the future. Even a large rate of return may feel insignificant if the amount invested is small. Adding funds during the accumulation period of your life is an important part of a sound investment process that is often overlooked and undiscussed.
• Create spending goals. What is this money for? Is it for retirement, a wedding, or a home purchase?
  • Your time horizon and liquidity needs should have a large say in the level of risk you take with your investments.
  • Understanding when you need money and the sources of available funding will help mitigate the risk of pulling funds from accounts that are down as a result of regular market volatility.
  • A distribution plan is a critical component of a sound investment strategy that too many investment managers overlook.
  • Liquidity needs are often missed in a common risk questionnaire, but are necessary to help prevent a temporary unrealized loss from becoming a permanent loss of wealth that could affect your financial plan.
• Explore tax-free, taxable, and tax-deferred options. Taxes – specifically, taxes related to investments – are a priority topic with us. We discuss the pros and cons of different strategies with you.
• Remain current on market and economic trends that may require changes in your portfolio. We do the research. We communicate our findings. We help you make the moves needed when the time comes.

Investments are not a bunch of numbers and graphs to us; they are reflections of the people we serve. When choosing an investment manager, we encourage you to select a partner who sees the humans behind the data.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss.