Winter Park, Florida

Contact

145 Lincoln Ave
Suite A
Winter Park, FL 32789

Get Directions

Tel: (407) 567-2956

Fax: (888) 850-PATH

Pathstone's Winter Park Team

Wealth Management and Family Office Services We Specialize in at our Winter Park Location

Investments

Objective advice, deep research, innovative solutions, and a commitment to deliver competitive net results.

Advisory
Reporting
Outsourced CIO
Administration
ESG & Impact

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Tax and Accounting

In-house team of tax professionals to assist with all your tax and accounting needs.

Bill Pay – Payables/ Receivables
Tax Compliance
Financial Reporting
Family Office Structuring

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Wealth Preservation and Planning

We will work closely with you to help you preserve wealth across generations.

Financial Planning
Tax Planning
Cash Flow & Liquidity Management
Estate Planning
Philanthropy
Insurance & Risk Management

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Extended Family Office Services

Fully staffed team capable of delivering comprehensive family office services tailored to your specific requirements.

Family Engagement and Education
Additional Administration
Private Aircraft
Privacy & Technology

Wealth Management Services Engineered to Suit Your Needs

Located outside of Orlando, Florida, the Pathstone Winter Park office has been serving high-net worth entrepreneurs, founders, CEOs, multigenerational families, and family foundations in our community and throughout the country for over 25 years. We believe wealth management encompasses sophisticated investment solutions paired with advanced planning techniques to address the unique core value structure of each relationship.

We leverage our expansive and long-standing network to provide access to well-established institutional investment managers in both the public and private sector. Our investment decisions are unique to the individual and shaped by decades of experience in both tax and estate guidance. The end objective is an engineered solution tailored to the individual today with the flexibility to adapt to changes in the future.

Deep Local Roots

For over 25 years, we have actively engaged with the community through philanthropic support, school board participation, and local foundations. Our team regularly volunteers with and supports organizations such as the Foundation for Seminole County Public Schools, Orlando Orthopedic Foundation, Children’s Home Society, Young Men’s Service League, Pet Alliance Orlando, Ronald McDonald House of Central Florida, Alzheimer’s & Dementia Resource Center, and Family Partnerships of Central Florida. Whether through youth athletic programs or initiatives that improve lives across generations, we are committed to fostering a vibrant and supportive community.

We invite you to experience the Pathstone difference and have access to all that Pathstone has to offer across the firm. Contact us today at (407) 567-2956 to speak with one of our advisors and embark on your financial journey with confidence.

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FREQUENTLY ASKED QUESTIONS (FAQs)

How to choose a wealth manager?Rico Galassi2024-09-30T10:47:13-04:00

How to choose a wealth manager?

Selecting a wealth manager involves considering your long-term goals, values, and financial needs, as well as the complexity of your wealth situation. For multigenerational families, it’s crucial to choose a wealth manager capable of providing comprehensive solutions tailored to your requirements. With thorough research and diligence, you can find a single-source provider to serve you and future generations effectively.

What is a fiduciary financial advisor?Rico Galassi2024-09-30T10:53:46-04:00

What is a fiduciary financial advisor?

As a registered investment advisor, we are held to the fiduciary standard by the SEC. The fiduciary standard requires advisors to act in the best interests of the client at all times. This is differentiated from the suitability standard (brokers and dealers) that states advice must be suitable for the client.

How do wealth management firms protect my privacy and confidentiality?Rico Galassi2024-09-30T10:54:07-04:00

How do wealth management firms protect my privacy and confidentiality?

Wealth management firms prioritize client privacy and confidentiality through stringent security measures, including encrypted communications, secure data storage, and compliance with privacy laws and regulations. Discretion is a fundamental part of their service, ensuring that your financial affairs are handled with the utmost confidentiality.

How much money do you need to become a wealth management client?Rico Galassi2024-09-30T10:54:23-04:00

How much money do you need to become a wealth management client?

Pathstone clients typically have multigenerational complex balance sheets. Rather than it being a question of money, it’s a question of complexity. The minimum asset requirement for wealth management services can vary significantly from one firm to another.

Can wealth management help with intergenerational wealth transfer?Rico Galassi2024-09-30T10:54:43-04:00

Can wealth management help with intergenerational wealth transfer?

Yes, wealth management services are specifically designed to assist with intergenerational wealth transfer. They offer estate planning, trust services, and tailored strategies to ensure a smooth transition of assets across generations, minimizing taxes and preserving your legacy according to your wishes.

Is it worth paying for wealth management?Rico Galassi2024-09-30T10:55:00-04:00

Is it worth paying for wealth management?

Whether or not it’s worth paying for wealth management depends on several factors, including your financial situation, goals, and the complexity of your financial needs. Wealth management can offer significant value through personalized financial planning, investment management, tax optimization, and estate planning, especially for individuals with substantial assets or complex financial situations. A good wealth management service can help you grow and protect your assets over time, making it a worthwhile investment for many. However, it’s important to carefully consider the fees involved and ensure that the services provided align with your financial objectives and needs.

What differentiates a wealth management firm from a traditional investment advisor?Rico Galassi2024-09-30T10:55:15-04:00

What differentiates a wealth management firm from a traditional investment advisor?

Wealth management firms offer a more comprehensive suite of services compared to traditional investment advisors. While investment advisors typically focus on portfolio management, wealth management firms provide holistic financial planning, including estate planning, tax strategies, philanthropic planning, and more, addressing the broader financial picture.

How do wealth management firms handle investments in unique assets like art or real estate?Rico Galassi2024-09-30T10:57:14-04:00

How do wealth management firms handle investments in unique assets like art or real estate?

Wealth management firms have expertise in managing diversified portfolios that include unique assets such as art, real estate, and private equity. They offer specialized advice on acquisition, valuation, and sale of such assets, incorporating them into your overall financial strategy for growth and preservation.

What role does philanthropy play in wealth management?Rico Galassi2024-09-30T10:57:29-04:00

What role does philanthropy play in wealth management?

For some with the right fact pattern, philanthropy can play a significant role in wealth management, allowing families to contribute to causes they care about while optimizing tax benefits. Wealth management firms can help structure charitable giving through foundations, donor-advised funds, or direct contributions, aligning philanthropic goals with overall financial planning. Philanthropy can also be a great way for stewarding family wealth and education the next generation.

How often will we review our financial plan with our wealth management team?Rico Galassi2024-09-30T10:57:43-04:00

How often will we review our financial plan with our wealth management team?

The frequency of financial plan reviews can vary based on personal preference and any significant changes in your financial situation. Typically, wealth management firms recommend quarterly or semi-annual reviews, with the flexibility to adjust as needed to ensure your financial goals remain on track.

How are wealth management fees structured?Rico Galassi2024-09-30T10:57:57-04:00

How are wealth management fees structured?

Wealth management fees can be structured in several ways, including a percentage of assets under management (AUM), fixed fees, or a combination of both. The fee structure should be transparent, aligning with the services provided and the value delivered.