Services


Cathy Pareto and Associates is a fee-only independent registered investment advisory firm that provides both financial planning and investment management services for individuals and their families.

Our primary goal as your Financial Advisor is to maximize your expected return commensurate with the specific risk you are willing to accept. We strive to achieve principal preservation, capital enhancement and inflation protection for all of our clients. Our financial planning and investment approach is driven by your goals and priorities.

When you work with Cathy Pareto and Associates you will experience the difference it makes to have a knowledgeable Advisor who truly understands you and cares about helping you meet your goals. To us you will never be just another account.

Client Service

As an independent and privately held company we only have one goal in mind, to do the best for our clients. We know that if we take great care of our client’s needs, our company will continue to thrive. We make sure that all of our advisors and associates adhere to the highest standards of professional competence and care for our clients.

At Cathy Pareto and Associates we believe you will experience a more personal approach to financial planning and investment management. To us you are not just another number or account. Once you become a client you become part of our family.