Laura Pantaleo

Wealth Manager

Laura relishes working with individuals and often multiple generations, using a combination of sharp analysis and personal connection to help clients manage major life transitions. She considers herself an advocate for her clients first and foremost and appreciates the deep relationships she is able to form with her clients.

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Posts

Financial Advice is as Important as Legal Advice When Navigating Divorce

Wealth Planning

August 2, 2024

Financial Advice is as Important as Legal Advice When Navigating Divorce

Navigating the emotional complexities of divorce is challenging enough, but there is a world of financial and legal decisions that must be addressed a...
Financial Considerations When Getting Married

Wealth Planning

January 9, 2023

Financial Considerations When Getting Married

A new marriage is a cause for celebration, but like any major life change, it can bring with it new questions about your wealth and your long-term fin...
Navigating Divorce: Financial Advice Can Be as Important as Legal Advice

Wealth Planning

November 15, 2021

Navigating Divorce: Financial Advice Can Be as Important as Legal Advice

Navigating the emotional complexities of divorce is challenging enough, but there is a world of financial and legal decisions that must be addressed a...

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Financial Advice is as Important as Legal Advice When Navigating Divorce

Financial Considerations When Getting Married

Navigating Divorce: Financial Advice Can Be as Important as Legal Advice