Welcome to PagnatoKarp
Transparent Family Wealth Advisors
PagnatoKarp is an independent fee-only financial advisor, private wealth management firm, and multi-family office with over $3.5 billion in assets under advisement¹. Our boutique team of professionals manage the complex needs of high-net-worth individuals through investment management, financial planning, tax, legal, family governance, private banking and concierge services.
With True Fiduciary® standards of transparency, we embrace the legal fiduciary obligation to place your interests first. From breakthrough solutions to tailored financial plans, we combine new opportunities and technology with personalized services to help streamline and simplify your life.
- Investment Management
- Financial Planning
- Tax Planning and Tax Preparation
- Estate Planning and Legal Services
- Pre-Sale Planning
- Retirement Planning
- Risk Management
- Concierge Services
- Private Banking
- Family Governance
- Philanthropic Planning
- Trading & Reporting
Offices located in VA, DC and MD. To start a conversation about YOUR needs, please call us at 703-468-2700.
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