The history of our firm is one of remarkable resilience with a singular focus, our clients best interest. Our firm traces its roots back to the early 1990s in New York City. With decades of experience at investment firms such as Merrill Lynch and Morgan Stanley forming our own independent firm was the logical next step in servicing our clients as fiduciaries.
As the industry struggled between 2008-09, our practice continued to expand. It became clear that serving our clients and putting their interests first was leading us to independence and the creation of Pacilio Wealth Management in 2011.
Our growing reputation, customized process and high-end clientele; a major US accounting firm approached us to provide wealth management and family office services to their existing tax client base.
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