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Your Team

How it started

At our firm, we have the client—and only the client—in mind.

Chris Pakos started his accounting practice, Christopher T. Pakos CPA, PC in November of 1996 with the drive to never waiver in providing every single client the absolute highest level of service. With this philosophy being the backbone of the business as well as each employee along the way, many client relationships have grown into strong, trustworthy, long-lasting bonds.

It was natural to add investments to the list of tax and financial services the firm could provide its clients, so Chris got his first investment license in August of 1999. Who knows your financial situation better than your accountant? The tax, accounting, and investment practices grew together as a single business for the past 23 years.

Over all the years, Chris found himself enjoying the strategic thinking and long-term planning that goes into financial services more and more each year. In order to focus on this love for strategy and elevate the level of service available to financial clients, Pakos Wealth Management was started in July 2022.

Why this works for you

Pakos Wealth Management is still under the same roof as Christopher T. Pakos CPA, PC but the new designation permits employees and personnel to grow their expertise and skills around one focus rather than many. This is the framework that allows the business to better serve your financial needs. 

The ability to remain focused, but still lean on the tax expertise gives PWM an advantage versus other financial services firms because we're able to not only utilize the industry's best financial products and services, but we're able to make sure we handle your investments in the most tax efficient methods possible.

Our Team is Your Team

Along your financial future, lean on Pakos Wealth Management as your team mates, coaches, family members, and friends. We’re all here to help and we look forward to it every single day.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.