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Transparency Changes Everything™

Fusing services for ultra-high-net-worth. A Fiduciary Business®

Barron’s and Forbes Top Ranked Advisor. $4.8B assets under advisement¹.

OUR TEAM

PagnatoKarp is dedicated to transparency, integrity and trustworthiness. We are employee-owned with a culture of innovation, restoring integrity in our industry through True Fiduciary® standards and a consistently high-level of service.

MORE ABOUT OUR TEAM →


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OUR WHY

PagnatoKarp's Massive Transformative Purpose (MTP) is to positively impact one million lives through True Fiduciary® 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

Paul Pagnato Presents Transparency Wave™ at Singularity University's 2019 Exponential Finance Summit. The Future Path to Exponential Growth, Transparency Changes Everything™!


MEET WITH OUR CEO FOUNDER

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Call 703-468-2700 or Email here:

Trust
Power of Trust
A Fiduciary Business

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: ¹Awards and rankings.²AUA nearly $4.8 billion as of 12/31/19. 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.