Dan Pascone, MBA
Helping hard working professionals to live their version of a rich life
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Serving Clients Nationwide
Helping hard working professionals to live their version of a rich life
Areas of Focus
- Alternative Investments
- Capital Gains
- Cash Flow
- Compensation Planning
- Education Funding
- Equity Compensation Options
- Estate Planning
- Exit Planning
- Financial Life Planning
- High Net Worth
- Investment Management
- Money Psychology
- Owning a Business
- Retirement Planning
- Retiring Early (F.I.R.E)
- Taxes
About Dan Pascone, MBA
Dan Pascone is the Founder and CEO of Tailored Wealth, where his mission is to help business leaders and executives optimize their financial resources to live purposeful, fulfilling lives. With a focus on reducing taxes, managing equity compensation, and crafting strategies for long-term financial independence, Dan and his team ensure that every dollar clients earn works as hard as they do.Drawing from his extensive experience as a former executive and revenue leader in the financial services industry, Dan understands the complexities of managing wealth amidst demanding careers. This perspective shapes Tailored Wealth’s specialized approach, which combines advanced financial technology with personalized strategies tailored to each client’s goals.
A passionate advocate for financial education, Dan shares insights through his weekly newsletter, Making Sense of Your Money, quarterly webinars, and one-on-one strategy sessions. His content empowers clients to make informed decisions and avoid costly mistakes, all while staying on track for their most important life goals, including retirement.
Beyond his professional work, Dan is dedicated to giving back. He serves on the board of Operation Hope of Fairfield and mentors aspiring professionals through nonprofit programs. An active alum of Sacred Heart University, he previously served as Alumni Board President. Dan is also a proud dad and youth sports coach, bringing the same dedication and strategic thinking to the field that he applies to his business.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- Master of Business Administration (MBA)
- Retirement Income Certified Professional (RICP)
Affiliations
- Financial Planning Association
Primary Location
1172 Post Road
Video
https://www.youtube.com/@DanPasconeMeeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory call. This free 30-minute conversation is a chance to get to know each other and see if it makes sense to explore working together. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Tailored Wealth
At Tailored Wealth, we help business leaders simplify and optimize their finances through customized plans and strategies. Our team partners with CEOs, executives, revenue leaders, and business owners to navigate the complexities of wealth management, enabling you to achieve both short-term goals and long-term financial independence.We understand the challenges you face: balancing complex compensation packages, minimizing tax burdens, and building a clear roadmap for your future....all while enjoying the rewards of your success today.
Our process is tailored to fit your life:
✔️ Minimize Taxes: Strategies to help reduce unnecessary tax liabilities and maximize wealth.
✔️ Proactive Investment Management: Portfolios designed to align with your risk tolerance and goals.
✔️ Simplify Complexity: Clear guidance for equity compensation, cash flow, and wealth preservation.
✔️ Ongoing Adjustments: Quarterly reviews to adapt to life’s changes and market conditions.
At Tailored Wealth, we don’t just manage wealth; we empower you with the confidence, clarity, and strategies needed to live life on your terms, today and tomorrow.
Education
Sacred Heart University, Master of Business Administration (M.B.A.), John F. Welch School of Business; Bachelor of Arts (BA), Finance, Sport Management
Volunteer Experience
Executive board member at Operation Hope of Fairfield Former President of the Alumni Council at Sacred Heart University Youth baseball and basketball coach in Fairfield, CT
Hobbies and Interests
- Baseball
- Basketball
- Family
- Football
- Golf
- Sports
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Engineers
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Gen Z
- LGBTQ
- Sales Professionals
- Technology Professionals
- Women Professionals
- Young Families
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