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Our Mission

Mission Statement

The Pakos Wealth Management Team wants to help you meet your financial potential by exploring ALL aspects of your unique scenario. While saving money and investing is part of the journey, we’re also able to leverage our tax background to make sure we help you strategize your investments and distributions in a tax-efficient manner. 

We’ve built YOUR team around trust, honesty, privacy, communication, and collaboration so you can be confident that your best interests are at the heart of every single discussion, strategy, and action we take.

One of our primary goals is to develop a long-term, trusting relationship with you. When you're able trust us with your information, we're able to better understand what's important to you.

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