FINANCIAL PLANNING & WEALTH MANAGEMENT

Shrewd financial advice and savvy wealth management strategies are just the beginning.

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Your Goals. Our Strategies.

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 70 years of collective experience, we'll help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.

Meet Our Team

With over 70 years of collective experience and on-going advice.

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

About Us

William R. Pintaric & Associates is a wealth management firm that works with individuals and families who aspire to a lifestyle where work is optional and desirable rather than required and at best tolerated.

We address not only a family’s financial picture, but also many of the issues that the accumulation of money has on the family as a whole, and the individuals within it.

We accomplish this by combining the securities selection and asset allocation of wealth management with the principals of financial planning. Doing so helps us identify what those goals are (saving for a house, for additional education, for a second home, for retirement at a traditional age or much earlier in life), defining when these goals want to be attained, and what is needed to reach each one.

Connect With Us

David Pintaric

(330) 707-4135

david.pintaric@wrpintaric.com

Katiee Comer

330.707.4135

Katiee.Comer@wrpintaric.com

Kimmie Pintaric

Merrily Carroll

330.707.4135

merrily.carroll@wrpintaric.com

William Pintaric

330.707.4135

bill.pintaric@wrpintaric.com

"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"An investment in knowledge pays the best interest."

- Benjamin Franklin

"Frugality includes all the other virtues."

- Cicero

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

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Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.