PagnatoKarp is dedicated to transparency, integrity and trustworthiness. We are 100% employee owned and provide a culture of innovation, while restoring integrity within our industry through True Fiduciary® standards of transparency and a consistently high-level of service to each of our clients.
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PagnatoKarp's Massive Transformative Purpose (MTP) is to positively impact one million lives through True Fiduciary® standards of transparency.
We strive to meet our MTP in 3 ways:
- Helping families through our True Fiduciary® standards
- Changing regulations that affect the financial industry
- Educating the next generation, beginning with college students
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.
Disclosures: ¹AUA over $4 billion as of 4/30/19. 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. ²PagnatoKarp has provided pre-sale planning for more than 70 entrepreneurs who have successfully sold their businesses.