Services

Personal and Unbiased Advice 

Client Centered

Cathy Pareto and Associates is a wealth management firm that provides clients with financial planning and investment management services.

As fiduciaries and fee-only firm you can rest assured that the advice you receive is not only personalized but also in your best interest.

As an independent and privately held company we only have one goal in mind, to do the best for our clients. We know that if we take great care of our client’s needs, our company will continue to thrive. We make sure that all our advisors and associates adhere to the highest standards of professional competence and care for our clients. 

We do not accept commissions or outside financial compensation when providing you with financial solutions.

At Cathy Pareto and Associates you will experience a more personal approach to financial planning and investment management. To us you are not just another number or account. 

Investments

Low cost

Institutional Mutual Funds

Index Funds

ETFs

Individual Stocks

Bonds 

Financial Planning

Retirement Planning

401(K) Choices

Profit Sharing Plans

College Savings

Post-Divorce Planning

Portfolio Construction 

Insurance

Insurance Reviews

Insurance Solutions

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