1062 Barnes Road,
Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you achieve your goals. With Lobo & Pascale Wealth Management, LLC, as your financial consulting firm, you will enjoy the confidence that comes from knowing that an independent wealth management firm is handling your plan.
For more than 26 years, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation, and preservation. Our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for you, your children, and your grandchildren. We focus on a variety of personalized strategies and have access to the broadest range of nonproprietary financial products from which to choose to help accomplish your goals.
Our structure means we can help meet all of your unique needs, eliminating the complexities associated with working with more than one company. Our proactive approach to wealth management is supported by a team of professionals who will work hard to help you reach all of your personal and financial goals. We offer a full range of services, but regardless of which service you choose, we will review your portfolio regularly, anticipating your needs before you do. This process is designed to help ensure that your investments keep pace with the changes in your life.
Jeremy M. Lobo, CFP®, CFS, AIF®
Co-Owner and Founder
Jeremy Lobo is Co-Owner and Co-Founder of Lobo & Pascale Wealth Management, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping investors reach their goals for over twenty six years. Founded in 2001 and...
Christopher W. Pascale, MBA, CFP®, CIMA®, AIF®
New York University, Stern School of Business, MBA Northeastern University, B.S. Certified Investment Management Analyst®CERTIFIED FINANCIAL PLANNER™ Christopher W. Pascale is a Co-Owner / Co-Founder of Lobo & Pascale Wealth...
Roger Williams University, Gabelli School of BusinessNew York University – School of Professional Studies, Financial Planning Certificate Michael A. Mendillo Jr. is a Financial Advisor at Lobo & Pascale Wealth Management, LLC,...
Director of Operations
Susan is the Director of Operations at Lobo & Pascale Wealth Management, LLC headquartered in Wallingford, CT. Susan is fully licensed with her FINRA Series 7 General Securities Registration, Series 24 General Securities...
Client Relationship Specialist
Laura was hired as a client relationship specialist for Jeremy Lobo, Chris Pascale, and Mike Mendillo. Her role at LPWM will focus on customer service and helping us to maintain the concierge level of service that you have become...