About Fragasso Wealth Advisors
Since 1972, Fragasso Wealth Advisors has sought to bring clarity and coordination to complex financial lives. Our firm has developed a disciplined planning and investment management process designed to help clients make thoughtful decisions about their wealth.
It's about more than performance. Our core promise is the relationship itself and the depth of planning that supports it.
One aspect of our firm's approach that is unique, both locally and nationally, is the preparation and collaboration that goes into the plan for prospective clients. When recommendations are developed, it is not just a single advisor determining the path forward. Our advisors do not compete with one another for business, so therefore, each plan is vetted and refined by multiple advisors, financial planning analysts, in-house portfolio managers, and firm managers.
We do not outsource investment management and research. Your investment questions are promptly addressed, and you receive regular communications from those managing your portfolio. Your advisor is backed by a team of specialists who work together for your benefit. Your success is our success.
After more than five decades, we can confidently say that wealth is not simply about what you accumulate, it is about how thoughtfully it is managed, shared, and passed forward.