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Welcome to Lobo & Pascale Wealth Management, LLC. For over nineteen years, we have been helping investors to 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 your 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 Web site 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.

Click for the BBB Business Review of this Financial Planning Consultants in Wallingford CT

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

Featured Content: Latest Article and Market Commentaries
Most Recent Article
Questions to Ask When You Inherit a Home: Should you sell it or keep it? Be sure to consider these factors.

View the Featured Article

Market Updates
Last Updated: 05/23/16

Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com .
This communication strictly intended for individuals residing in the states of AZ,CA,CT,DE,FL,MA,MD,ME,NC,NH,NJ,NY,OH,PA,RI,SC,TX,VA,VT,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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