Panarella Wealth Management

At Panarella Wealth Management LLC, we understand that managing your wealth can be a complex and overwhelming task. That's why we're dedicated to providing comprehensive wealth planning and investment management services tailored to your unique needs and goals. As a private, 100% independent Registered Investment Advisor (RIA) in Hartford, CT, we've been serving individuals, families, and business owners since 2012.

Our Approach

We take the time to understand what you want out of life - for yourself and your family - and are committed to delivering compelling investment returns over the long term while keeping you updated along the way. Our team of experienced financial professionals works closely with you to create a personalized plan that addresses your financial challenges and opportunities. We're committed to providing unbiased, objective advice, and our clear and simple fee structure ensures that you always know exactly what you're paying for.

Our Services

We offer a range of services designed to help you achieve your financial goals, including:

• Comprehensive wealth planning: We work with you to create a customized plan that addresses your financial goals, risk tolerance, and investment objectives.
• Investment management: Our experienced team manages a range of investment portfolios on behalf of our clients, providing proactive investment recommendations and timely market updates.
• Retirement planning: We help you plan for a secure and comfortable retirement, ensuring that you have the resources you need to achieve your goals.
• Estate planning: Our team helps you create a comprehensive estate plan that protects your assets and ensures that your wishes are carried out.
• Insurance planning: We work with you to identify your insurance needs and provide guidance on the right coverage for you.
• Tax planning: Our team provides guidance on tax-efficient strategies to minimize your tax liability and maximize your wealth.

Our Commitment

At Panarella Wealth Management LLC, we're committed to putting our clients first. We believe in building long-term relationships based on trust, respect, and personalized service. Our goal is to help you achieve financial freedom and peace of mind, and we're dedicated to providing the expert guidance and support you need to get there.