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Our Mission

On-Going Advice

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 have a process, developed over 30 years, a combination of technology as well as the human touch, that puts all the pieces of the financial puzzle together for my clients.

A critical component of our services is the on-going advice to help you stay on the path of achieving those goals. These include investments that potentially perform in a way that meets those needs, not necessarily to beat the markets...remember, this isn't a competition. This is all about achieving YOUR goals.

This isn’t a one-time process. This is a journey that potentially lasts for decades, and it is our job to keep you on the right path while traveling on it. You are not hiring us to fill out applications. You are hiring William R. Pintaric & Associates to help identify what you need and what you want out of your finances. We show you a potential way to achieve those needs and wants, and keep you on-track towards those goals.

One of our primary goals is to develop a long-term, trusting relationship with you.

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