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Pakos Wealth Management Team

Pakos Wealth Management Team

Common goals, honest communication, mutual accountability, open collaboration, and trust above everything are the attributes that make a great team. Luckily, these are also the attributes of YOUR team here at Pakos Wealth Management.

<sup>Cultivated For You</sup><br/>Tools for investors of all stages<br/>

Cultivated For You
Tools for investors of all stages

No matter your age, net worth, or location, we'll learn your specific goals, develop an easy-to-follow plan, then employ the industry's best products and services to help you meet your financial potential.

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Rollover Advice

Rollover Advice

Do you have retirement plans from previous employers you’d like to consolidate? We have rollover options for investors of any point in life.

Free Consultation
Roth IRAs

Roth IRAs

We believe Roth IRAs are the most under-utilized retirement planning tool available. It doesn’t get any better than tax-free forever.

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Your goals. Our guidance.

Discover an array of services for all your financial needs.

  • Investments

    Smart investing shouldn't perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

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  • Retirement

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what's to come.

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  • Estate Manegment

    Effective estate management enables you to manage your affairs during your lifetime and beyond. We'll help secure your legacy for generations to come.

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  • Insurance

    Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.
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