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Our Company

How We Work

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 24 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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Company

Jeremy M. Lobo, CFP®, CFS, AIF®

Co-Owner and Founder

(203) 269-3700

(203) 294-9040

jlobo@lobopascale.com

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 two years. Founded in 2001 and...

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Christopher W. Pascale, MBA, CFP®, CIMA®, AIF®

Co-Owner and Founder

(203) 269-3700

(203) 294-9040

chris@lobopascale.com

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...

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Michael A. Mendillo Jr, CFP®

Wealth Advisor

(203) 269-3700

(203) 294-9040

mike@lobopascale.com

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,...

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Susan Roth

Wealth Management Service Director

(203) 269-3700

(203) 294-9040

susan@lobopascale.com

Susan is the Wealth Management Service Director 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...

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Dee Gardetto

Wealth Management Services Concierge

(203) 269-3700

(203) 294-9040

darien@lobopascale.com

Dee Gardetto is currently an Administrative Assistant for the Co-Founders of Lobo & Pascale Wealth Management, Jeremy M. Lobo and Christopher W. Pascale. In her current role she is responsible for coordinating client reviews for the...

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