ABOUT US
As an independent firm, Pax is committed to remaining product-neutral and free from transactional compensation. This autonomy empowers us to make strategic, unbiased decisions that always prioritize the best interests of our clients. Additionally, we foster collaborative partnerships with trusted advisors to bring our clients innovative ideas and cutting-edge approaches, both in their financial matters and personal pursuits.
We embrace responsibility as trusted advisors and commit to diligent stewardship for all entrusted to us.
We always prioritize honesty and fairness, staying committed to doing what’s right, even when faced with challenges or contrary trends.
We prioritize respect for all and champion everyone’s right to dignity, nurturing a culture of politeness, civility, and deference in all our interactions.
We encourage teamwork, open communication, information sharing, and actively seek input and ideas. We highly value and appreciate the involvement of every team member.
With over 30 years of experience in wealth management for high networth individuals and athletes, Pax Financial Planning team understands that wealth goes well beyond the financial. At PFP, We believe that true wealth management encompasses all aspects of your financial, social, physical, and mental capital. Our integrative approach is what truly sets us apart from traditional wealth management firms.
**We are not a Registered Investment Advisor (RIA) nor do we have custody of any assets. We assist RIA firms with managing their clients’ needs.
Our Approach
Our approach is to be your dedicated team, supporting your growth and goal achievement with a range of in-house advice and services. We work closely with you to prioritize your goals, outline actionable steps, and routinely review your progress towards achieving them, ensuring your financial success.
OUR SERVICES
We seamlessly manage all facets of our client’s wealth, offering an extensive range of services to fulfill their every need. Our personalized approach caters specifically to the individuals in our community, and our expert team is well-equipped to provide the necessary guidance and support
1
Money issues do not resolve themselves by simply accumulating more wealth. At our firm, we partner with you to proactively address the challenges that often come with affluence. Our focus is on equipping you with the necessary tools and knowledge to develop sustainable money habits that will last a lifetime.
2
Determining the optimal threshold of wealth is a complex question. Our expertise lies in assisting you to strategically plan for long-term success, ensuring maximum impact across all aspects of your wealth.
3
Discover a path to financial freedom that transcends your performance solely in the field or boardroom, extending its reach to various other domains of your life.
4
Giving back holds immense value beyond mere tax benefits. It's about leaving a lasting legacy and creating a meaningful impact on programs, ideas, and initiatives close to your heart. As members of the AWM community, we assist you in developing a comprehensive giving process and philosophy. Our approach encompasses various strategies, including direct giving, donor advised funds, trusts, and foundations, enabling you to support areas that hold significance to you, such as social causes, environmental initiatives, faith-based endeavors, and more.
5
In a world where your possessions attract attention, there are individuals who will stop at nothing to acquire them. Our purpose is to safeguard and guide you, providing protection from high-risk investments, predatory scams, and any other threats that could drain your assets.
Athletes
With our extensive expertise in managing the financial affairs of professional athletes, Pax recognizes the necessity for a specialized approach to financial advice tailored specifically to the unique needs of athletes. Research shows alarming statistics indicating that athletes are at a significantly higher risk of bankruptcy, divorce, and falling victim to financial exploitation due to their limited financial knowledge.
When athletes embark on their careers, they often lack the necessary financial acumen to navigate the complexities of managing substantial wealth. Without proper guidance, they run the risk of depleting their resources prematurely, leaving them financially vulnerable upon retirement.
At PAX, we prioritize informing and guiding our clients throughout the entire asset management process, ensuring the safety, prudent allocation, and growth of their finances. Our mission is to empower athletes to make informed decisions, protect their wealth, and maximize its value for long-term financial security.
