PWM Tax, LLC / Certified Public Accountant in Eden Prairie, Minnesota
Pasqua Wealth Management's mission is to provide comprehensive financial strategies that bridge our clients' assets and financial goals. Our clients have worked hard to create wealth and we serve in managing and protecting that wealth.
Pasqua Wealth Management's philosophy revolves around total wealth management. Since the firm was founded in 2001 our goal has been to provide a simpler life for our clients and assure that all of our clients' financial strategies are in sync. As wealth grows, its management often becomes fragmented and therefore less effective. The most obvious symptom of a piecemeal approach to wealth management is the numerous financial statements visited upon affluent individuals each month by banks, brokerage firms, mutual fund companies and asset managers. With multiple advisors managing disparate assets, it is often the case that an aerial view of the client's total wealth never emerges. Consequently, many individuals find themselves overwhelmed and often lose opportunities to build and protect wealth.
Since tax, financial and investment decisions very often affect one another, the proper way to achieve financial success is to analyze the complete picture. Most people with significant assets have a team of advisors working for them, a team that needs an unbiased quarterback. Pasqua Wealth Management serves to fill this void, developing strategies and making sure all the advisors are working together to advance the client's broad financial agenda.
Pasqua Wealth Management's philosophy revolves around total wealth management. Since the firm was founded in 2001 our goal has been to provide a simpler life for our clients and assure that all of our clients' financial strategies are in sync. As wealth grows, its management often becomes fragmented and therefore less effective. The most obvious symptom of a piecemeal approach to wealth management is the numerous financial statements visited upon affluent individuals each month by banks, brokerage firms, mutual fund companies and asset managers. With multiple advisors managing disparate assets, it is often the case that an aerial view of the client's total wealth never emerges. Consequently, many individuals find themselves overwhelmed and often lose opportunities to build and protect wealth.
Since tax, financial and investment decisions very often affect one another, the proper way to achieve financial success is to analyze the complete picture. Most people with significant assets have a team of advisors working for them, a team that needs an unbiased quarterback. Pasqua Wealth Management serves to fill this void, developing strategies and making sure all the advisors are working together to advance the client's broad financial agenda.
Specialties
401k And Corporate Retirement Plans. Disability Insurance Estate Planning Financial Planning Life Insurance Long-Term Care Insurance Tax PreparationCPATool.com is © Copyright Sudden Ventures, Inc. ( 0.031 secs on 04/28/24)
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