CONNECT

Address:

750 Main Street, Suite 1300
Hartford, CT 06103

Phone:

860-263-7533

Fax/Other:

860-263-8794

A Fiduciary Investment Advisory Firm

 


 

PLANNING AS THE DIFFERENCE

One of our greatest strengths is our ability to integrate our client’s personalized plan with their investment strategy and respond quickly to changes in their situation or current market conditions.  We take the necessary time to review and understand your own unique planning goals, personal balance sheet, investment strategies, asset allocation and risk tolerance.  Because no two clients are the same, we look at all of these areas through your eyes to create your personalized plan that considers all aspects of your well-being.  As financial planning is a dynamic, ongoing process, our communication and technologies allow you to always stay up to date with your plan online and with us.

 

FIDUCIARY ADVISORY STANDARDS AND SIMPLE FEE STRUCTURE

As a registered investment advisor, Panarella Wealth Management LLC acts in a fiduciary capacity when giving investment advice.  A fiduciary capacity means that decisions and recommendations must legally be made in our client’s best interests.  As a fee only practice, we do not accept any compensation from third parties, which prevents any potential conflicts and allows us to remain unbiased and truly concentrate on your best interests.  Our simple fee structure allows a flat fee as a percentage of assets under management so our goals are aligned with yours.  Also, as an institutional investor, we have access to investment choices that are traditionally unavailable to retail investors and at a much lower cost.

 

SECURITY AND CUSTODIAN OF YOUR ASSETS

Our preferred custodian for our client accounts is TD Ameritrade Institutional due to their innovative technology, seamless account integration and outstanding client service team.  When it comes to account information protection, TD Ameritrade has made substantial investments in leading-edge security software, systems, and procedures and is constantly upgrading its security infrastructure.  TD Ameritrade is a member of the Securities Investor Protection Corporation (SIPC) and provides clients with additional protection for securities and cash through supplemental coverage.