Pantucci Bonvechio Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Service and insight for ultra-high net worth individuals, families, and corporationsOur team strives to develop a unique long-term relationship with each client. One where we take the time to develop a thorough understanding of who you are, how you think, and what matters most to you. This personalized relationship enables us to help pursue your vision of the future, throughout your lifetime and beyond. We work to manage your generational wealth through in-depth estate planning strategies and developing relationships with all parties involved – Your attorneys, accountants, & family members.A commitment to outstanding client serviceIn working with you, we seek to make your priorities our priorities and to be accessible and available. Our goal is to exceed your expectations throughout every aspect of your financial journey. We believe you'll find we're ready with ideas, information, strategies and action steps, no matter what your financial challenges.
CFA, CKP®, CPFA®, CPWA®, CRPC™
AAMS™, CIMA®