Holistic Advisory
Your well-being, prosperity, quality of life built on:
Investment & Retirement Planning
Tailoring personalized investment plans to accomplish your goals
Partner with you to effectively review assets, prioritize objectives and customize strategies to achieve goals
Estate Planning & Wealth Preservation
Planning, protecting and growing your wealth
Collaborate with your estate planning attorney to plan for multigenerational wealth preservation and wealth transfer
Lending & Debt Management
Ensuring liabilities are effectively, prudently and responsibly used to support your financial plans
Secure favorable financing that best meets your goals
Responding to Life Events
Planning and preparing for both the expected and unexpected
Respond to births, deaths and everything throughout the circle of life with the confidence and clarity of sound planning and preparations
Accounting & Financial Management
Putting our understanding of small and emerging businesses to work for you
Provide ideal solutions to minimize costs and maximize results for the business in which you’ve invested your vision and energy
Tax Planning
Striking the balance that makes the most sense for your tax obligations
Collaborate with your tax advisors to create strategies, including IRA planning, to minimize and reduce tax burdens
A boutique wealth management firm providing holistic advice for
living your fullest life, grounded in well-being and prosperity
Trusted Fiduciary &
Fee-Only Approach
Serving as a trusted and ethically bound fiduciary who acts in your best interests, providing the unquestionable confidence, integrity and transparency you expect in an advisor.
Individuals, Families, Retirees
Helping individuals, families and retirees accomplish lifelong goals while living their fullest lives.
Business Owners & CFO Services
Strategizing and executing thoughtful plans to reach each business owner’s vision for a profitable enterprise.
Paul Baldassari
A Trusted Advisor with Your Best Interests at Heart- Baldassari Advisory is a boutique wealth management firm based in Washington, DC, serving individuals, families and businesses on four continents. It was founded by Paul Baldassari, a trusted advisor with your best interests at heart, empathizing with your needs and vision and cultivating a long-term relationship to put his 27 years of experience, astute business acumen and highest fiduciary standards to work for you.
