Lobo & Pascale Wealth Management, LLC

Lobo & Pascale Wealth Management, LLC is a Wealth Management firm in Wallingford, CT, located at 1062 Barnes Rd #201. The firm provides financial planning, retirement planning, and wealth management services for individuals, families, and business owners across Connecticut and out of state. It has been helping clients in the greater Wallingford area prepare for their financial future for more than 27 years. The team offers objective, impartial guidance in areas including investment accumulation, retirement planning, estate planning, risk management, business planning, and taxation.

As independent financial advisors, the firm creates fully integrated, comprehensive plans tailored to client goals without parent company or product pressures. Services include developing strategies to safeguard legacies and support efficient wealth transfer through estate and generational wealth planning. The firm assists clients in navigating major life milestones and transitions into retirement with strategic planning. They also provide market commentary and insights on topics such as inflation, artificial intelligence, and 529 college savings tools.

The practice emphasizes trust, honesty, and integrity in its approach to helping clients care for themselves and their families. The team works to identify personal dreams and goals to provide a high level of service. The firm is associated with Raymond James and offers a client login portal for account access. Office hours are Monday through Friday from 9:00 AM to 5:00 PM.

The business has been recognized with the Five Star Wealth Manager Award for 2012-2023. This award was created by Five Star Professional and the 2023 recognition was based on data gathered within the 12 months preceding the issue date.

Lobo & Pascale Wealth Management, LLC brings over 27 years of experience to Wallingford, CT, offering independent financial guidance for long-term planning.

The firm sits on Barnes Road, just a short distance from Wan's Pond and the North Farms Reservoir Boat Launch.

BizScoreAI gives Lobo & Pascale Wealth Management a Performance score of 86 out of 100, which means the website loads quickly to keep visitors engaged and improve search rankings. The business also holds a Discoverability score of 75 out of 100, ensuring AI crawlers can find every page so the firm can be recommended by AI assistants.