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FINANCIAL PLANNING & WEALTH MANAGEMENT

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

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
Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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