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COMPREHENSIVE
WEALTH MANAGEMENT

At Robasciotti & Associates, Inc., we take a comprehensive and personalized approach to wealth management that incorporates both investment management and financial consulting services.

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INVESTMENT MANAGEMENT

By understanding and nurturing relationships with our clients we are able to meticulously craft the right strategy for their near and long-term goals. Currently we accept new clients with $500,000 or more in assets to invest.
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FINANCIAL CONSULTING

Financial consulting is the basis on which we craft the right long-term investment plans for our clients and is integral in the relationships we build. We take the time to learn about our clients, educate them, and help them clarify and prioritize both their financial and life goals.
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“We take what we know and see the world through our clients' eyes. When you focus on the whole person, financial decisions become easy.”