Our firm offers ongoing financial planning and investment advice to our clients based upon the individual needs of the client. Following a detailed analysis of financial data and after multiple discussions with our clients, we come to understand our client's objectives, time horizon, risk tolerance, liquidity needs and goals. Based on this we develop the client's personal Investment Policy and manage the portfolio based upon that policy and their specific needs.
Cathy Pareto & Associates provides Financial Planning as a stand alone service or in conjunction with ongoing investment management.
Investment Management clients, however, benefit from our financial planning services at no additional cost (it is inclusive in the annual fee).
