About Us

With over 50 years of combined experience, the Pasqua Wealth Solutions team of Tom and Jon Pasqua provides business owners the financial expertise and customized strategies needed to help them maximize their net worth over time.

To that end we are relentless in our pursuit of understanding the intricacies of the following areas of opportunity and concern to business owners.

Business development & exit planning

Investment and asset allocation planning

Business benefits planning

Personal retirement planning

Business and personal Income tax planning

Trust and estate planning

Insurance planning

Thomas Pasqua, CPA
Over 40 Years Experience
Jonathan Pasqua CFA, CFP®
Over 12 Years Experience

Team Approach

We are the father and son team of Tom Pasqua, CPA and Jonathan Pasqua, CFA, CFP.

By using a team-based approach, every client receives the benefit of working with two advisors with a combined 50 years of experience, each bringing their own areas of expertise to each engagement.

Key Benefits of team based approach:

Diverse Expertise

Continuity of Coverage

Specialized Roles

Enhanced Resources

Long-Term Relationship Building

Reduced Single-Point Dependency

Collaboration and Brainstorming

Team Certifications and Designations:

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