Welcome to Lobo & Pascale Wealth Management, LLC. For more than 19 years, we have been helping investors establish and maintain their personal and financial goals.
The advisors at Lobo & Pascale Wealth Management, LLC, help you simplify the demands of managing your wealth, so that you can devote more time to your family, personal endeavors, and your dreams. As Investment Adviser Representatives of Commonwealth Financial Network®, we organize your assets, asset allocation strategy, insurance, and financial and estate plans to help simplify, consolidate, and integrate every aspect of your financial future.

If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you’re not currently acquainted with our firm, we’ve established this website as a way for you to get to know us and understand how we can help you get to that point where you don’t have to worry about whether your money is doing right by you.

We appreciate your interest in Lobo & Pascale Wealth Management, LLC, and sincerely look forward to serving you.


Strategically located halfway between New York City and Boston.



Boston Financial District


Meet Our Research Team

We’re pleased to announce that Lobo & Pascale Wealth Management, LLC were featured in the May issue of Forbes, Fortune, Money, and Entrepreneur.


Five Star 2015 - Jeremy Lobo

Five Star 2015 - Christopher Pascale

Most Recent Article

Helping Your Adult Children Without Hurting Your Retirement: Learn to set boundaries around how much financial support you'll provide to your kids.

View the featured article