William R. Pintaric & Associates

William R. Pintaric & Associates is a wealth management firm dedicated to helping individuals and families achieve a lifestyle where work is optional, not required. With over 70 years of collective experience, our team understands the complexities of wealth management and financial planning. We work closely with our clients to identify their financial goals, define the timeline for achieving these goals, and create a personalized plan to reach them. Our services encompass not only securities selection and asset allocation but also address the broader implications of wealth accumulation on families and individuals. By combining wealth management with financial planning, we provide a comprehensive approach to managing your financial life.

Our Team

Our team of dedicated professionals includes David Pintaric and Merrily Carroll. With extensive experience in the financial industry, our team is committed to providing our clients with the highest level of service and expertise. Our goal is to help our clients make informed decisions about their financial future and to build long-lasting relationships based on trust and integrity.

Services Overview

At William R. Pintaric & Associates, we offer a range of services to help our clients manage their financial affairs, including:

Investment Advisory Services

Our investment advisory services are designed to help our clients make smart investment decisions that align with their financial goals and risk tolerance. We use a data-driven approach to identify potential investment opportunities and avoid pitfalls. Our goal is to provide our clients with a clear understanding of their investment portfolio and the potential risks and rewards associated with each investment.

Retirement Planning Services

Retirement planning is a critical component of our financial planning services. Our team helps our clients build a retirement strategy that is tailored to their individual needs and goals. We work closely with our clients to identify potential sources of retirement income and to create a retirement plan that is both realistic and exciting.

Estate Planning Services

Effective estate planning is essential for managing your financial affairs during your lifetime and beyond. Our team has over 70 years of collective experience in estate planning and can help you secure your legacy for generations to come. We work closely with our clients to create an estate plan that reflects their values and priorities, while also minimizing taxes and other expenses.

Insurance Planning Services

Our dedicated professionals can help create the insurance strategy you need to protect your family from the financial consequences of life's most unexpected events. We offer a range of insurance products, including life, disability, and long-term care insurance, to help our clients manage risk and protect their financial future.

Financial Planning Services

Our financial planning services are designed to help our clients achieve their financial goals, whether it's saving for a house, additional education, a second home, or retirement. We work closely with our clients to identify their financial goals, define the timeline for achieving these goals, and create a personalized plan to reach them.

Exit Strategy Services

Our exit strategy services are designed to help business owners plan for the successful transition of their business. We work closely with our clients to identify potential buyers, negotiate the sale of the business, and minimize taxes and other expenses associated with the sale.

Helpful Content

At William R. Pintaric & Associates, we believe that financial education is essential for making informed decisions about your financial future. That's why we offer a range of helpful content, including articles, videos, and calculators, to help our clients become more financially savvy.

In conclusion, William R. Pintaric & Associates is a wealth management firm dedicated to helping individuals and families achieve their financial goals. With over 70 years of collective experience, our team of dedicated professionals provides a comprehensive approach to managing your financial life, including investment advisory, retirement planning, estate planning, insurance planning, financial planning, and exit strategy services. Contact us today to learn more about how we can help you achieve your financial dreams.