Broker Check
Our Process
Our History
Our Values
Our Resources

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
When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
Learn More
Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Learn More
Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
Learn More
Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn More

Tell Us How We Can Help You Today!

Thank you!
Oops!