From managing cash flow and increasing revenue to investing in your retirement and planning for the future, a little bit of guidance can go a long way. In Financial Planning 101, the team at W3 Wealth Management LLC explain the finer points of planning your financial health.

Paulette Pasquale

Over the last 20-plus years, I have had the privilege of helping clients navigate their financial lives. With many, we are now enjoying planning the next phase of their lives – retirement. We are not only looking at how well prepared they are financially, but exploring their lifestyle options. For many of us, retirement is not the end of our productive lives, but rather a chance to shift gears and pursue our passions.

I also strive to be an advocate and resource to clients dealing with the issues of aging which so many of us are facing, for ourselves and our parents.

My goal is to guide my clients towards true financial independence, which is understanding how your wealth allows you to build and live the life you value. I love helping my clients develop their financial goals and learn the financial strategies, which enable them to enjoy what’s important to them throughout the various stages of their lives.

I am excited to be partnering with the professionals at W3 and sharing each of our unique talents with the team.

Accreditations & Education

  • Youngstown State University – Bachelor’s in social work.
  • Youngstown State University – Master’s in business administration.
  • Certified Financial Planner.
  • Holds Series 7, 63, 65, Life and Health Licenses.

Hobbies & Personal Life

  • I enjoy spending time with my daughters Megan, Abby and Victoria, and of course my beloved grandchildren in South Carolina.
  • When home, I enjoy reading, doing puzzles and relaxing in my garden.

Favorite Quote

“Life isn’t about waiting for the storm to pass.  It’s about learning to dance in the rain,” by St. Teresa’s Prayer.

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