With over 50 years of combined experience, the Pasqua Wealth Solutions team of Tom and Jon Pasqua provides business owners the financial expertise and customized strategies needed to help them maximize their net worth over time.
To that end we are relentless in our pursuit of understanding the intricacies of the following areas of opportunity and concern to business owners.
Business development & exit planning
Investment and asset allocation planning
Business benefits planning
Personal retirement planning
Business and personal Income tax planning
Trust and estate planning
Insurance planning
Team Approach
We are the father and son team of Tom Pasqua, CPA and Jonathan Pasqua, CFA, CFP.
By using a team-based approach, every client receives the benefit of working with two advisors with a combined 50 years of experience, each bringing their own areas of expertise to each engagement.
Key Benefits of team based approach:
Diverse Expertise
Continuity of Coverage
Specialized Roles
Enhanced Resources
Long-Term Relationship Building
Reduced Single-Point Dependency
Collaboration and Brainstorming
Team Certifications and Designations:
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