4407 Belmont Ave
Shrewd financial advice and savvy wealth management strategies are just the beginning.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
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.
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.
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.
With over 70 years of collective experience and on-going advice.
Curated articles, videos, and more, for a financially savvier you.
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.
"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."
Revising Estate Strategy Assumptions
Choosing a Retirement Plan that Fits Your Business
A Look at Whole Life Insurance
Budget Check Up: Tax Time Is the Right Time
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.