Cathy Pareto & Associates

Our Vision

Azendo Wealth Management empowers individuals and families to achieve financial clarity and confidence through personalized financial planning and investment management. We believe everyone deserves a roadmap to achieve their financial goals and live with greater peace of mind.

Who We Are

Our experienced team consists of seasoned financial professionals with deep expertise in investment management, retirement planning, and wealth planning. We are passionate about helping clients navigate the complexities of the financial landscape and make informed decisions about their financial future.

What Sets Us Apart

• Independent and Fee-Only: We are not beholden to any large institutions or brokerages. Our independence allows us to prioritize your best interests and deliver objective financial guidance. We charge fees only for the services we provide, ensuring transparency and accountability.
• Personalized Planning: Every client receives a customized financial plan tailored to their unique goals, risk tolerance, and financial situation. We collaborate with you to understand your dreams and aspirations, and develop a roadmap to achieve them.
• Client-Focused Approach: We believe in building strong, lasting relationships with our clients. We are committed to open communication, regular review, and ongoing support throughout your financial journey.

Our Services

Our comprehensive services include:

• Investment Management: Developing and managing a diversified portfolio that aligns with your individual goals and risk tolerance.
• Retirement Planning: Maximizing your retirement accounts, planning for a comfortable post-career lifestyle.
• Financial Planning: Creating a holistic financial plan that encompasses all aspects of your financial life.
• Retirement Planning for Doctors: Tailoring retirement plans to address the unique needs and complexities of medical professionals.
• Planning for Women: Addressing the specific financial concerns and aspirations of women at different life stages.
• Small Business Owner Planning: Strategies to maximize your business assets and preserve wealth.

Our Commitment

We are dedicated to upholding the highest ethical standards of financial planning. Our team is bound by a fiduciary oath to act in your best interest at all times. We are committed to transparency, integrity, and delivering exceptional client service.