MICHAEL PASCALE JR
Financial Advisor
Managing Director - Investments
Call: 202-861-4514 | 800-368-5620 Fax: 202-861-4513
Email: michael.a.pascale@wellsfargoadvisors.com Compose mail in a new window
My Background
Copy this link to connect with me on LinkedIn: linkedin.com/in/mike-pascale-443a8320
MISSION
Every client is unique, each with their own temperament, priorities, and comfort level. My objective is to understand how these characteristics fit with my clients. From here, my mission is to guide them toward building, managing, and maintaining their assets for themselves and their heirs.
PROCESS
We start with a thorough review of the client's near, intermediate, and long-term needs. This provides a set of priorities to address. Then a review of client assets is encouraged to ascertain how these assets line up with their objectives. From there, portfolio recommendations can be made. Once the portfolio is implemented, ongoing conversations help ensure the portfolios remain in line with objectives. This information may be summarized on client monthly statements and followed up with periodic detailed reviews.
ADVISING INDIVIDUALS AND FAMILIES
Our practice focus includes:
- Investment advisory
- Long-range retirement planning
- Retirement income planning
- Legacy beneficiary and estate considerations
- Liability management
ADVISING RETIREMENT PLANS
Our practice also includes a full menu of retirement plan services. The same considerations for the uniqueness of each client carry through here as well. Our services include but are not limited to:
- 401(k) plans, defined contribution and defined-benefit plans
- Nonqualified plans
- Deferred compensation plans
- Employee stock option financing
SUPPORT
My practice is part of a group that includes my colleague whose experience when combined with mine exceeds 50 years and our outstanding client service associate.
Insurance licensed in the following states: Resident State: MD
MICHAEL PASCALE JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: District of Columbia : WASHINGTON Branch
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