---
title: "Our Purpose | Tailored Wealth"
description: "Designing your rich life requires more than isolated advice, it requires a connected strategy. Our process starts with a custom financial plan, integrates that plan directly into your portfolio design through our Life Driven Investing framework, and is supported by an additional set of services that allow us to serve as your single, trusted financial"
url: "https://yourtailoredwealth.com/about-us"
lang: "en"
---

## **Our Purpose**

**_We help our clients design and live their version of a rich life._**  
  
That takes more than isolated advice. It takes a connected strategy. It starts with your **Tailored Financial Plan**, which flows directly into your portfolio through our **Life Driven Investing** framework, so your money is matched to the next 1, 5, and 10+ years of your life. From there, our **Virtual Family Office** brings your full suite of financial services under one roof, so your planning, investments, taxes, equity comp, and legacy work as one system instead of scattered parts.

### Tailored Financial Plan

_A real financial plan is not a binder or a retirement number. It is a living model that helps you make better decisions year after year._

At Tailored Wealth, every client receives a custom financial plan built using professional planning software to integrate cash flow, taxes, retirement, and major life goals.

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### Life Driven Investing

A portfolio is only effective if it is built to support real life goals, not just market benchmarks.

Life Driven Investing aligns your investments to your real timeline by matching assets to near-term needs, mid-term goals, and long-term growth.

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### Virtual Family Office

High-earning professionals do not need more disconnected advisors, they need one team.  
  
Our Virtual Family Office integrates compensation and equity planning, tax preparation, estate planning, trusts and wills, life insurance, charitable giving, and business exit planning into your broader plan.

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## Knowledgeable Professionals Dedicated to Your Success

At Tailored Wealth, we're passionate about providing specialized service that simplifies the planning process. We put your best interests at the center of everything we do, and we work collaboratively to ensure you have everything you need to pursue the life you deserve. With each of our team members bringing unique skills to the table, we strive to provide thorough, thoughtful, timely advice.

### Dan Pascone

Founder & CEO

[Read Bio](https://yourtailoredwealth.com/our-team/dan-pascone)

![Dan Pascone](https://d2txn9w4uujjus.cloudfront.net/images/019c7513-67c1-7570-a9d4-bbaa9ac3a41a/8f8a93a6039a54bf1eb11876a135620c4acdd014--480w.webp)

### Lucas Lycksell

Senior Wealth Advisor

[Read Bio](https://yourtailoredwealth.com/our-team/lucas-lycksell)

![Lucas Lycksell](https://d2txn9w4uujjus.cloudfront.net/images/019c7513-67c1-7570-a9d4-bbaa9ac3a41a/3aed5bd3baf96ac17cbf5f9528e764c9efbd21e1--960w.png)

### Matt Foederer

Director of Portfolio Management & Trading

[Read bio](https://yourtailoredwealth.com/our-team/matt-foederer)

[![Matt Foederer](https://d2txn9w4uujjus.cloudfront.net/images/019c7513-67c1-7570-a9d4-bbaa9ac3a41a/054b7787d5a8c4e64c34b1454866676a2d707eab--960w.webp)](https://yourtailoredwealth.com/our-team/matt-foederer)

### Lisa Zajkowski

Director of  
Client Services

[Read Bio](https://yourtailoredwealth.com/our-team/lisa-zajkowski)

[![Lisa Zajkowski](https://d2txn9w4uujjus.cloudfront.net/images/019c7513-67c1-7570-a9d4-bbaa9ac3a41a/ef9cadaf78695c4bf9f49d92228583631c557844--960w.webp)](https://yourtailoredwealth.com/our-team/lisa-zajkowski)