RESTON, Va., March 27, 2017 /PRNewswire/ -- Paul A. Pagnato, Founder and CEO of PagnatoKarp, Transparent Family Wealth Advisors and TrueFiduciary™ firm, was invited by Forbes and SHOOK Research to speak at the 2017 Top Advisor Summit. This exclusive, invitation-only inaugural conference hosted over 500 of America's top wealth advisors and industry leaders to share best practices and develop ideas to help drive the wealth management industry forward. Pagnato was honored to be a speaker on the topic, From Big To Bigger: Leveraging Your Team For Higher Levels. He shared best practices learned over 25 years becoming a fee-only, 100% fiduciary, financial planning practice and family office. He demonstrated the value of transparency and teamwork while adhering to strict TrueFiduciary™ principles, which all PagnatoKarp employees are required to follow while putting clients' interests first. These principles are the foundation upon which the firm has successfully served American entrepreneurs and ultra-high-net-worth families as a true family office.
"At PagnatoKarp, our 'Why' is to make it possible for every American to receive investment advice from a TrueFiduciary™ and we are working tirelessly to make it the industry standard," says Paul Pagnato. "Clients are seeking fiduciary advisors who offer complete transparency on compensation and who act in their best interest. We believe that to be truly competitive, advisors need to leverage the unique abilities of their team in a fiduciary-based model."
Forbes and SHOOK Research hosted the educational summit in Las Vegas, NV from March 15-17, 2017. Pagnato's session, From Big To Bigger: Leveraging Your Team For Higher Levels, was introduced by Jamie DeNitto of Wisdom Tree, moderated by Jim Tracy, Managing Director at Morgan Stanley, and co-hosted by Paul Pagnato, Founder and CEO at PagnatoKarp, and Richard Jones, Managing Director at Merrill Lynch. Paul was privileged to share his knowledge and advice with the exclusive audience of top leaders and advisors.
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Founded by Paul A. Pagnato, a Barron's Top 100 Financial Advisor and Forbes Top Wealth Advisor, and David W. Karp, PagnatoKarp is an independent registered investment advisor (RIA) specializing in ultra-high-net-worth individuals, families and entrepreneurs, and represents over $3 billion in assets under advisement. PagnatoKarp provides fee-only, fiduciary financial planning and family office services including tax, investment, legal, estate, private banking, trading, philanthropy, family governance, and concierge. The Transparent Family Wealth Advisors also serve high-net-worth investors through the TrueFiduciary™ business unit. Learn more at www.pagnatokarp.com.
The Barron's ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner. Rankings may not be representative of any one client's experience but reflect the criteria used by the publication issuing the ranking and is not indicative of future performance.
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