John C Paciga

John is a Wealth Management Advisor who has been helping families and business owners achieve their financial goals since 1989. He understands each client’s unique situation, uncovers specific financial risks, and unlocks the means to achieve financial independence through diligent wealth planning.

John and his team are known by their clients for their trusted advice, personal connections, and ability to understand people on a deeper level. We take pride in our commitment to the communities we serve, our customized approach to solving for complex financial challenges and our ability to provide a quick turnaround in urgent matters.

We are an established wealth management advisory firm providing financial advice and solutions to address the current and future financial needs of clients throughout the US, serving hard working families, individuals, and businesses, including but not limited to:

• Business owners
• Medical community (physicians)
• Business professionals and executives
• Pre-retirees (10-15 years from retirement)

Our firm focuses on providing comprehensive, holistic financial planning for clients, focusing on key areas, including:

• Estate planning including next generation transfer of wealth and tax minimization
• Insurance and investment solutions
• College planning