Wealth Building Strategies
The growing complexity and interconnectedness of our global markets demands rigorous research on markets and the sources of investment returns.
Our primary goal as your Advisor is to maximize your expected return, commensurate with the specific risk you are willing to accept. We strive to achieve principal preservation, capital enhancement and inflation protection for our clients. Our financial planning and investment approach is driven by your goals and priorities. Let us help you design solutions to help you achieve your financial objectives.
Don’t Be Just Another Account
The single biggest complaint investors have about their current relationship with their Financial Advisor is that they feel like a number. They seldom get the personalized service they deserve.
When you work with Cathy Pareto and Associates you will experience the difference it makes to have a knowledgeable Advisor who truly understands you and cares about helping you meet your goals. Experience a more personal approach to financial planning and investing. To us you will never be just another account. How can we help you reach your goals?
Working With an Independent Fee-Only Advisor
Cathy Pareto and Associates is an independent Fee-Only investment management and financial planning firm. We provide personalized ongoing or hourly based financial planning and investment management services to:
- Individuals and Trusts
- Families,Guardianship Accounts and Settlements
- Women in Transition
- Retirement Strategies for Retirees & Pre-Retirees
- Small Business Owners and Retirement Plans
- Financial Planning for Physicians
- Non-Traditional Couples and Modern Families
More and more individuals and families are using the services of fee-only independent advisors to help them with their personal financial plans and investments. The reason for this trend is simple, with a fiduciary, fee-only advisor you have a dedicated and unbiased professional that not only has your best interest at heart, but also adheres to the highest standards of ethics within an industry plagued by frauds and glorified salespeople. Listen to Cathy in her own words about what it means to be a fiduciary.
Cathy Pareto and Associates is based in Coral Gables, FL, but we serve clients around the country and around the world.
Videos of Interest
Take a look at some of our favorite video presentations here. This 2-1/2 minute video explains how security prices are set—and change—based on the collective knowledge of buyers and sellers. Armed with this information, investors can be more confident about the power of the financial markets.
In the News and Media
Cathy Pareto and Associates, Inc. earns a spot on Financial Advisor Magazine’s RIA Ranking for 2013. This is a coveted honor and a true testament to our firm’s accomplishment and success this past year. Cathy was also named a Top Financial Professional in the 2013 South Florida Legal Guide. Check out our latest media contributions in The Wall Street Journal, Miami Herald, Forbes, CNN Money, Investment News, Financial Advisor Magazine and live interview on The Wall St. Shuffle.