A complete list of active advisors currently associated with Panarella Wealth Management LLC
Warmer can help you find a great advisor at Panarella Wealth Management LLC or one who fits your needs even better.
Panarella Wealth Management LLC provides discretionary portfolio management and financial planning services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and business entities. The firm uses an asset‑based fee model and offers tailored investment supervisory services alongside hourly financial planning engagements. The firm documents client goals and risk tolerances in an Investment Policy Statement and typically obtains discretionary authority to implement portfolios using both fundamental and technical analysis. Investment strategies disclosed in the brochure include long‑term and short‑term trading as well as short sales, and the firm may invest across mutual funds, equities, fixed income, ETFs, REITs, hedge funds, private placements and insurance products. Noteworthy distinctions in the brochure include that the firm’s principal is a licensed insurance agent and may offer commissionable insurance and annuity products to clients, a practice the firm acknowledges can create conflicts of interest while noting clients are not required to purchase through the firm. The brochure also discloses the firm receives research/soft‑dollar benefits from its custodian and requires clients to use its recommended custodian, arrangements the firm identifies as considerations when evaluating potential conflicts.
To learn more about the advisors currently working at Panarella Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hartford, CT
| 17
|
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