At Cordasco Financial Network we see the big picture -- the big wealth picture. With decades of financial experience, we know that your wealth is not just about finances alone. It must be viewed in the broader context of your current needs, future goals, and overall values.
Our team of CERTIFIED FINANCIAL PLANNERS™ (CFP®), Certified Public Accountants (CPA), Investment Strategists and Financial Advisors help clients manage all five dimensions of the total wealth picture. This includes:
To help fulfill our clients’ life goals by helping them understand and manage the full picture of their wealth.
The TOTAL Wealth Track™ - Planning Process
We help high-net-worth individuals, families, corporations and foundations achieve their wealth goals through our customized 5-step planning process called The TOTAL Wealth Track™. Our proprietary planning model is 100% customized to bring a holistic approach to managing all aspects of our clients’ financial situations. It is designed to help you become more comfortable today, more confident tomorrow, and more secure in the future.
With TOTAL Wealth Track™ we stay in constant contact with you through monthly reports, quarterly conference calls, annual in-depth personal review sessions and special meetings as requested. At every step you have TOTAL control – full access to your wealth management planner and your assets anywhere, anytime through the user-friendly iNetwork System.
Dedication to Clients
We strive to be our clients’ most trusted advisor though our relentless dedication to service. Our collaborative approach ensures that clients are completely connected, comfortable and confident at every stage of the process.
Focus on Innovation
We don’t believe in the status quo. Our analysts constantly search for and unearth new investment strategies and opportunities that balance risk and growth. We are recognized for our insights and perspectives on complex investment options and on the latest financial market developments.
We believe financial plans must be as unique as each client. We work with you to develop tailored investment plans that reflect your specific goals and needs. We continually monitor and reexamine our plans against changes in the market and in your life.
Your wealth is not one-dimensional. Neither is investing. We believe that the best way to manage investments is with a multi-dimensional view of the big picture – a view of the market and of your life in total.
Contact our Financial Advisors to get started.