Personalized Wealth Planning
Whether you're building wealth, preparing for retirement, or navigating life's biggest transitions, we provide financial planning and investment management uniquely designed around your goals, your family, and your future.
Individual Wealth Management
Financial guidance that evolves with you.
No two financial situations are alike. As your priorities change, your financial strategy should evolve with them.
We understand that as you build wealth, your financial life can become more complex. We seek to deliver a fully coordinated plan bringing together investment management, retirement planning, tax strategies, estate planning, gifting strategies, and more.
We are here to provide perspective, helping you make informed decisions with clarity and confidence.
Services Designed for Your Priorities
Explore planning services tailored to your goals, your stage of life, and the financial decisions that matter most.
High-Net-Worth, Business Owners & Executives
You've worked hard to build your wealth, and at this stage, success depends less on chasing market performance and more on having a strategy that connects every part of your financial life.
Women Investors
Financial guidance for women can provide unique circumstances. Whether it is your first time taking on complex financial decisions or you're looking for more formalized guidance, we specialize in the various life changes women encounter.
Career Transitions
Navigate career changes, stock options, retirement plan impact, and major financial decisions to maximize these opportunities.
Pre-Retirement
Prepare for retirement with coordinated strategies for income, withdrawals, investments, healthcare, and the lifestyle you envision.
In Retirement
Create a retirement income strategy that helps support your lifestyle, protect what you've built, and leave a lasting legacy.
Why Clients Choose Fragasso
Independence & Responsiveness
Unique firm structure comprised of top notch industry resources and conflict-free advice all delivered by local, experienced professionals.
Collaborative Team
Your advisor is supported by specialists across the firm, and you benefit from our diverse perspectives and defined processes.
Thorough & Objective Planning
Our wealth advisors do not compete with one another, so clients receive comprehensive assessments from the entire team, and we'll coordinate with your attorney, CPA, and other professional advisors.
Long-Term Partnership
With an employee-owned firm like Fragasso, we have tenured employees who have a vested interest in your success, and clients appreciate the long-term relationships.
Our team
Experienced Professionals. Personalized Guidance.
Featured Resources
Valuable Wealth Planning Perspectives
Explore articles, videos, and resources to help you make informed financial decisions.
Frequently Asked Questions
Learn more about the client experience at Fragasso Wealth Advisors which we have refined over the past five decades.
We work with individuals, families, business owners, nonprofit organizations, and institutions with $1M+ of liquid, investable assets.
Let's build your financial future together.
Whether you're planning for retirement, navigating a major transition, or looking for a fully coordinated wealth plan, we're here to help you move forward with clarity.