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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

Visualize your future [VIDEO]

Visualize your future [VIDEO]

A tailored financial plan can help you achieve the unique future you have in mind.
Retirement & Longevity
A volatile year with a silver lining

A volatile year with a silver lining

12/04/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
When would it be ok to start cutting rates, and by how much?

When would it be ok to start cutting rates, and by how much?

12/01/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Recapping November’s key market events

Recapping November’s key market events

12/01/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Why do the wealthy borrow? Sometimes, debt makes sense

Why do the wealthy borrow? Sometimes, debt makes sense

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle
Equities rebound in November, ending a three-month slide

Equities rebound in November, ending a three-month slide

11/30/2023
The S&P 500 recorded eight consecutive days of gains during the month, its longest stretch since 2021.
Markets & Investing
Never stop earning

Never stop earning

How your retirement savings can continue working for you.
Retirement & Longevity
Understanding long-term care

Understanding long-term care

Long-term care planning isn’t just about money; it’s about preserving your quality of life.
Family & Lifestyle
Understanding the difference between long-term care and long-term disability

Understanding the difference between long-term care and long-term disability

A person turning 65 today has a nearly 70%1 chance of needing some type of long-term care in their retirement years.
Retirement & Longevity
Bond market perspective

Bond market perspective

11/27/2023
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
How AR is impacting business

How AR is impacting business

The technology is fast rising in popularity and the possibilities are almost limitless.
Technology & Innovation
Financial resolutions for 2024

Financial resolutions for 2024

Start the new year right by reviewing and revamping your financial plan.
Retirement & Longevity
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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