Contact Information
Pasqua Wealth Solutions
745 5th Ave Suite 500
New York, NY 10151
212-603-9510
Form ADV Part II
Pasqua Wealth Solutions is a New York State Registered Investment Adviser and conducting business as a Registered Investment Adviser.
Our firm provides advice to clients (business owners, individuals, trusts and estates) regarding the investment of client funds based on the individual needs of the client. Through personal discussions we develop a client's personal investment policy and create and manage a portfolio based on that policy.
Disciplinary Information
Pasqua Wealth Solutions is obligated to disclose any disciplinary event that would be material to clients, or potentials clients, when evaluating Pasqua Wealth Solutions to initiate a Client / Adviser relationship, or to continue a Client/Adviser relationship with us. We do not have any legal or other disciplinary item to report and have no history of any legal or disciplinary items.
Code of Ethics
In order to provide an understanding of Pasqua Wealth Solutions' standards for meeting our fiduciary responsibility to clients, Pasqua Wealth Solutions has developed a Code of Ethics that must be adhered to by all of its employees. A copy of the Code of Ethics is available to clients and potential clients upon request. Pasqua Wealth Solutions has a fiduciary duty to clients to act in the best interest of the client and always place the client’s interests first and foremost. Pasqua Wealth Solutions takes seriously its compliance and regulatory obligations and requires all staff to comply with such rules and regulations as well as Pasqua Wealth Solutions' policies and procedures. Further, Pasqua Wealth Solutions strives to handle clients’ non-public information in such a way to protect information from falling into hands that have no business reason to know such information.
Our Partners
