Paul A. Pagnato, CEO Founder at PagnatoKarp, has been ranked #1 in Northern Virginia on Forbes 2020 Top Wealth Advisors list. This is the third year in a row that Pagnato has earned a spot on the exclusive list of advisors, together managing nearly $4 trillion. SHOOK Research created this Forbes ranking of role models to recognize advisors who are …
PagnatoKarp’s Journey to Transparency is very clear. Listen to our STORY here: True Fiduciary® We created True Fiduciary® standards to promote transparency for every family we serve, as well as more broadly across the financial industry. What do you gain in return? Transparency on fees, costs, revenue, investments, options, processes, disclosures, and reporting. Transparency Changes Everything!! True Fiduciary® Standards: PagnatoKarp’s …
As a CEO Founder, you’ve been working every day growing your business and may find that your business has overtaken your life. Who do you rely on to help you navigate and streamline your affairs before and after your liquidity event? In this era of increased automation and democratization of information, there are options to satisfy most everyone’s level of …
Paul Pagnato joined Mindy Diamond, President and CEO of Diamond Consultants, on their Independence Podcast to talk about the power of TRANSPARENCY as a propellant for growth. Listen Now: By Mindy Diamond, President and CEO of Diamond Consultants “Throughout this podcast series we’ve shared the unique stories of quality advisors who have taken extraordinary steps through their careers to find …
Lauren Watson brings nearly a decade of experience advising families on complex tax, investment and wealth planning strategies. PagnatoKarp welcomes Lauren Watson, CPA, CFP® as Family Wealth Strategist for PagnatoKarp’s Family Office. Lauren advises CEO Founders, wealth creators, and ultra-high-net-worth families with holistic wealth management. Areas of focus include lifestyle funding and cash flow analysis, tax planning, estate planning, risk …
Whether you are a CEO Founder, entrepreneur or wealth creator, it’s a time-honored strategy that rings true: contribute to retirement accounts now and enjoy the accumulation later in life. Certainly, the government’s current tax policies encourage deferring earned income until your “golden years”. At its core, the appeal of the current taxation system is two-fold: 1. Contributions into qualified plans …
Northern Virginia Family Service (NVFS) announced PagnatoKarp as a winner of its 2019 “Companies As Responsive Employers” or CARE Awards. For more than 25 years, the CARE Awards have recognized outstanding companies moving the needle to make Northern Virginia a better place for everyone to work, live and play. PagnatoKarp is receiving the CARE Award for demonstrating leadership and innovation …
Jennifer Wappaus, CFP®, CEPA has been ranked #5 in Virginia on Forbes 2019 Best-In-State Next-Gen Advisors list. Jennifer was also named to the Working Mother/SHOOK Research list of 2019 Top Wealth Advisor Moms.¹ This is the second year Jennifer has earned a spot on the Forbes advisor list representing the future of the wealth management industry. This year’s list spotlights more …
“Transparency and True Fiduciary® standards drive our culture of innovation to find new ways to help make a positive impact on the total well-being of our clients,” said Pagnato. “The Forbes recognition illuminates our tireless pursuit at PagnatoKarp to put clients’ interests first as we help streamline and simplify lives.” Paul Pagnato is ranked #2 in Virginia on 2019 Barron’s Top …
By Ramit Sethis, CNBC Change is a constant and continuous process in life. As we grow older, we change how we dress, what we eat, where we live and who we become friends with. Yet when it comes to how we use our time and money ― especially for high earners and wealthy individuals ― we tend to be more resistant to …
August 18, 2019 Many successful entrepreneurs will one day face the exhilarating opportunity to sell their business and start a new chapter of their life, be it comfortable retirement or moving on to new endeavors. It’s very easy in these cases to focus all energy on the transaction itself, on speeding up time and tearing off the calendar pages in …
By Leslie P. Norton, Barron’s Catherine Wood founded ARK Investment Management in 2014 to focus solely on disruptive innovation. The name itself—an acronym for Active Research Knowledge—signaled that Wood would be early to disruptive investments such as Bitcoin and Tesla. Today, the firm manages $8.4 billion in assets, including $2.9 billion in exchange-traded funds. Before founding ARK, Wood was a …
Congratulations! It began with an idea and a small team handling many responsibilities in support of that big idea. The firm grew exponentially, and you entered the pre-planning phase to sell your company. Now the sale is closed and you’ve received a significant windfall of liquid wealth. What’s next? When you worked what seemed like 25 hours a day, you …
Libra’s mission is to enable a simple global currency and financial infrastructure that empowers billions of people. The plan for Libra is a new decentralized blockchain, low-volatility cryptocurrency, and smart contract platform that together aim to create a new opportunity for responsible financial services innovation. READ THE WHITE PAPER1 EXCERPT FROM OFFICIAL LIBRA WHITE PAPER: The Opportunity “As we embark on …
Over the last year and a half, both Main Street and Wall Street have been buzzing incessantly about the so called Trump tax cuts, or Tax Cuts and Jobs Act (“TCJA”) of 2017. For all the focus on reduced tax brackets, loss of state and local income tax deductions and diminution of the Alternative Minimum Tax regime for most taxpayers, …
Grateful to have spent the entire day with CEO Founder Warren Buffet, the third wealthiest person in the world. Attending his annual shareholder meeting provided life long lessons. Most significant was Warren’s long dialogue on TIME. Warren said, “When you have more money than you can ever spend, the only thing you wish for is more time.” He loves what …
As a CEO, one of your biggest responsibilities is to help steer your company into the future. To do so effectively, you’ll need to understand the tremendous impact disruptive innovations are making and how that affects the path you take. This audio play articulates the top 5 disruptive innovations offering keys to growth. Our Guest Speaker, Cathie Wood, is CEO/CIO …
You’ve worked hard to build your business and now you’re considering selling. The process takes considerable planning and preparation well in advance to help maximize the value. Here are 10 things to consider: 1. Determine If A Sale Meets Your Cash Flow Needs. Each of the more than 70 times – without exception – we have assisted a client through …
Singularity University (SU) hosted the 2019 Exponential Finance Summit in Cape Town, South Africa, from May 29-30. Paul Pagnato, founder and CEO at PagnatoKarp, presented “The Transparency Wave in Finance” at the Summit. Watch the promo video: (Exponential Finance Promotional Video – Award Disclosures: Pagnato is ranked #16 on Barron’s Top Independent Financial Advisors and #35 on Forbes Top Wealth …
Paul A. Pagnato, founder and CEO at PagnatoKarp, is ranked #2 in Virginia on Barron’s Top 1,200 Financial Advisors list for 2019, marking his 9th appearance on the prestigious list. Pagnato is also ranked #2 in N. Virginia on Forbes Best-In-State Wealth Advisors, #16 on Barron’s Top Independent Advisors and #35 on Forbes Top Wealth Advisors.¹ “The Barron’s #2 ranking …
