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Invest in You. Trust in Us.

At Pando Partners, we are a different kind of wealth management firm. We are inspired by you.

Your stories. Your triumphs. Your challenges.

We also know what it takes to win. In work and in life.

What does winning look like to you? What fuels your dreams?

Empowered with this understanding, we guide decision-making in all aspects of your financial life.

Your Vision. Our Expertise.

Together, we are defining what it means to multiply life's possibilities.

What we Do  

SIMPLIFY

We listen and understand your wealth mission.  Collaborating with your financial advisory team, including CPAs, estate attorneys, and others, we strive to achieve your most treasured goals. Progress is measured frequently along the way. 

Plan

We open your mind to what’s possible.  Listening to your dreams, hopes, and even fears, provides the foundation upon which your financial plan is built. 

Invest

We carefully craft an investment strategy designed to achieve the outcomes you desire most. Your investment mindset, approach, and purpose all play a defining role.

Preserve

We identify risks and uncover opportunities with your wealth mission in mind. Asset location, diversification, and rebalancing help to manage risk and minimize taxes.

Grow

We plan for your future seeking opportunities to support your personal growth.  Whether financing a new home, venture, property, or more, we collaborate to accomplish your dreams.

Sustain

We help you prepare for generational wealth transfer. Open and early communication can limit unintended consequences.  Family and charitable giving goals can be achieved through tax-efficient structures and clear directives. 

News & resources

High inflation is never good, but markets have been overreacting

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Market volatility is a normal feature of long-term investing

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Don’t let estate blunders get in the way of your wishes

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving
Define your personal philanthropic mission

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving
Reviewing the building blocks of the global food chain

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing
Odds and ends

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
CPI inflation and Federal Reserve rates decision: Back to the drawing board?

CPI inflation and Federal Reserve rates decision: Back to the drawing board?

04/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Why the uptick in inflation isn't the start of a new trend

Why the uptick in inflation isn't the start of a new trend

04/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Take your business skills to the nonprofit sector

Take your business skills to the nonprofit sector

What business leaders should know about the nonprofit sector.
Business Ownership
Leveraging a non-occupant co-borrower to buy a home

Leveraging a non-occupant co-borrower to buy a home

For first-time homebuyers, qualifying for a mortgage loan can be a challenge. However, they do have options.
Family & Lifestyle
Companies' sustainability goals encourage efficiency

Companies' sustainability goals encourage efficiency

Companies show that environmental business practices can be good for business.
Technology & Innovation
After the Fed pivot: Where are the opportunities?

After the Fed pivot: Where are the opportunities?

04/10/2024
Senior Investment Strategist Tracey Manzi notes that with a Federal Reserve easing cycle on the horizon, the fixed income markets are relatively attractive.
Markets & Investing
At Pando Partners, we have aligned our passion, our interests, and our distinct skills in helping to create financial value, and life value, for the clients we serve.
Connect with us
  • Pando Partners Wealth Management of Raymond James

 

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