Welcome to PagnatoKarp

PagnatoKarp is an independent wealth management firm and Family Office with over $3 billion in assets under advisement. We provide personalized, in-house services for investment, planning, tax, legal, family governance, and concierge. With True Fiduciary™ Standards, we embrace the legal obligation to place your interests first.

Our goal is to provide transparency, simplicity, and peace of mind. From breakthrough solutions to tailored financial plans, we focus on protecting assets, reducing costs, and maximizing opportunities that fit your unique needs.  

True Fiduciary™ Family Office services include:

  • Investment Management
  • Tax Planning and Preparation
  • Estate and Legal Services
  • Financial Planning
  • Risk Management
  • Private Banking
  • Concierge Services
  • Family Governance
  • Philanthropy
  • Trading & Reporting
Forbes America’s Top Wealth Advisors 2018

To start a conversation about YOUR needs, please call us at 703-468-2700.

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