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Pasqua Wealth Management's mission is to provide comprehensive financial strategies that bridge our clients' assets and financial goals. Our clients have worked hard to create wealth and we serve in managing and protecting that wealth.
Philosophy
Pasqua Wealth Management's philosophy revolves around total wealth management. Since the firm was founded in 2001 our goal has been to provide a simpler life for our clients and assure that all of our clients' financial strategies are in sync. As wealth grows, its management often becomes fragmented and therefore less effective. The most obvious symptom of a piecemeal approach to wealth management is the numerous financial statements visited upon affluent individuals each month by banks, brokerage firms, mutual fund companies and asset managers. With multiple advisors managing disparate assets, it is often the case that an aerial view of the client's total wealth never emerges. Consequently, many individuals find themselves overwhelmed and often lose opportunities to build and protect wealth.
Since tax, financial and investment decisions very often affect one another, the proper way to achieve financial success is to analyze the complete picture. Most people with significant assets have a team of advisors working for them, a team that needs an unbiased quarterback. Pasqua Wealth Management serves to fill this void, developing strategies and making sure all the advisors are working together to advance the client's broad financial agenda. When dealing with narrowly focused specialists and certain commission based advisors, you must ask yourself "Do I own the best product that fits my needs, or simply the product the advisor represents?"
Approach
Pasqua Wealth Management provides fee-based investment, financial and tax services. We are dedicated to providing the highest level of professional consulting tailored to individuals, families and privately owned businesses. As a fee-based firm our primary interest is not selling financial products and receiving a commission but rather building lasting relationships with clients by assisting them in achieving their goals. We choose this approach because it results in recommendations influenced by our client’s circumstances and objectives, and not the products we represent.
The core of our business involves advising client’s on their assets. Using one platform to provide investment advice, financial planning and tax services simplifies our client’s lives and brings direct value in the form of reduced costs from certain advisors we choose to include within our network. Having leveraged technology, large company resources and independent relationships with money managers, attorneys, insurance agents and other advisors, we offer clients a network of solutions for their financial needs. It is in our best interest to ensure our clients are given professional counsel in all areas of their financial plan and we often coordinate with other advisors when delivering financial solutions.
At Pasqua Wealth Management, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the consultation and service you receive comes from professionals with advanced training and financial expertise. Our investment of time and resources in continuing professional education, technology, and business relationships is indicative of our commitment to excellence.
Confidentiality
All matters handled by Pasqua Wealth Management are treated with strict confidentiality in accordance with the high standards of the accounting profession's Code of Ethics. Information about your affairs will never be discussed with or released to unauthorized persons.
Disclosures
Michael Pasqua is an Investment Adviser Representative of Askar Advisors Group, Inc., a Minnesota Registered Investment Adviser doing business as Pasqua Wealth Management. Michael Pasqua is a registered representative offering securities through Askar Corp., Securities Broker/Dealer, Member FINRA/SIPC, Two Appletree Square, Suite 350, Bloomington, MN 55425, (952) 854-9463. Askar Corp. and Pasqua Wealth Management are non-affiliated companies. Such affiliation has been fully disclosed and acknowledged by all parties. Pasqua Wealth Management clients are under no obligation to buy or sell any securities through Mr. Pasqua, but should they, a commission may be earned. Clients acquiring securities through Askar Corp will be notified, in advance, of commission schedules and amounts. Also, in connection with the AICPA Code of Professional Conduct, Rule 503, we hereby notify you that should an insurance transaction be consummated, Michael Pasqua will receive part of the commission.
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