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Our clients consist mostly of professional athletes, entrepreneurs as well as wealthy individuals and their families. We provide comprehensive wealth management and are a fee-based firm. Our focus is peace of mind through financial freedom. Each client receives customized planning and on-going active management throughout their lifetime.
Pax is an independent firm and does not sell any products of any kind, nor do we receive any transactional compensation. This freedom allows us to make the most strategic and unbiased decisions that are 100% in our client’s best interests. We also work collaboratively with several other trusted advisors to bring our clients innovative ideas and cutting edge approaches to both their financial and personal endeavors.
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