PagnatoKarp – Transparent Family Wealth Advisors

Transparency Changes Everything™

Experience PagnatoKarp.

BARRON'S TOP ADVISOR
VA 2019 ¹

$0B

ASSETS UNDER
ADVISORY²

BEST MULTI-FAMILY
OFFICE 2018 ¹

CLIENT RETENTION
RATE³

ENTREPRENEUR
LIQUIDITY EVENTS ⁴

Customized, tax efficient portfolios for multiple wealth objectives to optimize cash flow and opportunities. True Fiduciary^® standards in your best interest. →

Proactive strategies to minimize tax exposure. Tax planning, projections and tax return preparation. →

Sophisticated financial planning made simple. Cash flow strategies, selling your business, liquidity planning, risk analysis and financial independence quantified. →

Simplifying complex estate planning. Expert legal services, pre-sale tax savings, asset protection and legacy planning. →

Optimize your family's wealth decisions. Multi-generational family governance, education, philanthropy and counseling services. →

Enrich your family's lifestyle through meaningful experiences and bespoke solutions tailored to your bucket list, time and unique needs. →

Private banking, cash management and lending administration with dedicated attention to your personal financial needs. →

Transparency, timely execution and data-driven clarity on performance and net worth using real-time dashboards, unified platforms and innovative reporting tools. →

CEO Founders. Plan your liquidity path.

CLIENT SPECIALITIES:

MEET WITH OUR CEO FOUNDER

For over 20 years, our team has specialized in serving the particular needs of CEO Founders, wealth creators, business owners and entrepreneurs - as well as their closely held businesses prior to, during and after exit planning, sale of business and liquidity events. Our goal is to streamline and simplify your life so you have time to spend on what matters to you most.

CEO Founders: LEARN MORE HERE →

Fusion. Intelligent Wealth Management™

WATCH: Transparency Wave™ Video

BOUTIQUE.
Targeting total financial well-being through a fusion of personalized services from a boutique team of experts. Learn More →

SIMPLICITY.
Delivering fee-only fiduciary advice that is high-touch and high-tech to help simplify your life. Learn More →

TRANSPARENCY.
Providing transparency and clarity through True Fiduciary^® standards that place your interests first. Learn More →

INNOVATION.
Fostering an entrepreneurial environment that drives value-creation to promote a team culture of innovation. Learn More →

TEAM.
100% employee-owned and dedicated to the flourishing of others through integrity and trustworthiness. Meet The Team →

MEET WITH OUR CEO FOUNDER

True Fiduciary^® Transparency Changes Everything™

TRANSPARENCY STANDARDS.

True Fiduciary^® standards embrace the legal fiduciary obligation to place your interests first and target total financial well-being.

Our mission is to positively impact one million lives through True Fiduciary^® standards of True Transparency^®.

MEET WITH FORBES TOP ADVISOR

Awards and Recognition¹

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Forbes Ranks Jennifer Wappaus #5 in Virginia on 2019 Best-In-State Next-Gen Advisors

October 9, 2019

Forbes Ranks Paul Pagnato #1 in Virginia on 2019 Top Wealth Advisors List

September 18, 2019

CEO Founders Greatest Asset: TIME

August 25, 2019

Experience Intelligent Wealth Management™ to help streamline your life with high-touch sophistication, expert advice and transparency.

Family Office Fusion of portfolio, tax, legal, planning, private banking, family coaching, travel and lifestyle services.

True Fiduciary^® Standards: Your best interests come first.

SCHEDULE A MEETING

Call 703-468-2700 or Email here:

Disclosures: ¹Rankings and Awards here. ² AUA over $4.2 billion as of 6/30/19. AUA = Assets under advisement refers to assets on which the firm provides advice or consultation but for which the firm either has discretionary authority or does not arrange or effectuate the transaction.Family Office client retention rate is 98% as of 6/20/19. PagnatoKarp has provided pre-sale and/or post-sale liquidity event planning for 112 entrepreneurs.