With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Michael Pascarella

CFP®

Private Wealth Advisor

Managing Director
Learn more about Michael Pascarella Visit Michael Pascarella's website


Our team

Claudia Cardona

Claudia Cardona

Registered Operations Leader

Shalini Joshi

Shalini Joshi

Client Service Associate