Cathy Pareto and Associates, Inc.

We Help Clients Feel More Confident About Their Financial Future

Cathy Pareto and Associates is an independent, Fee-Only, registered investment management and financial planning firm

We believe that the best approach to helping you feel more secure about your financial future is to have a collaborative approach when creating your financial plan and investment portfolio.

Our advisors understand that your goals and challenges are unique to you and your family, so every engagement begins with a conversation. This allows us to understand your needs, for you to ask questions, and for our team to review factors you may not have considered.