What Our Customers Say About Us
All reviews verified via Wealthtender · No compensation received · No conflicts of interest
I first came across Dan through his LinkedIn content — factual, grounded, and never with the sense of "being sold to." What I appreciate most is how Dan treated my wife as a true partner in this journey rather than just as my spouse. If you're looking for an advisor who is knowledgeable, trustworthy, forward-thinking and treats you like a real person, I'd recommend Dan and the Tailored Wealth team without hesitation.
Dan and his firm are knowledgeable, insightful, and add a ton of value. I can also speak to Dan's character which in my long-time of knowing him has been strong and extremely positive.
Dan and his team at Tailored Wealth have been a great partner. He has always been very responsive, thorough, and personable — explaining complex financial subjects in a way I can understand. I would recommend his services.
Dan is very knowledgeable, friendly and easily accessible. Gives plenty of time to ask questions and clarify the questions. Zoom meetings always with Dan personally.
Dan provides thoughtful, well-structured financial advice and takes the time to explain everything clearly. He's responsive, knowledgeable, and genuinely focused on helping clients make smart long-term decisions. Highly recommend working with him.
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What You'll Gain From a Wealth Clarity Chat
A clear read on your work-optional date, so "retire someday" becomes a real target.
Where your biggest tax and equity exposures sit, from RSUs and ISOs to ESPP and deferred comp.
An honest answer on whether a Tailored Financial Plan is worth it for your situation.
Clarity you keep, whether or not we work together.
What Happens Next
The path from here is simple, and there's no pressure at any step.
It starts with a conversation.
Wealth Clarity Chat
Free, 45 minutes. We get to know each other, understand your situation, and see whether we may be a fit to help. No obligation, and you'll walk away with real guidance either way.
Your Tailored Financial Plan
If it makes sense for both of us, we build your plan. We price our Tailored Financial Plans below market, so your upfront cost is low and the risk sits with us, backed by a full money-back guarantee.
Decide Together on an Ongoing Partnership
Once your plan is built and you've seen the value firsthand, we mutually decide whether an ongoing partnership is the right next step. Never assumed, never forced.
Work becomes optional, purpose doesn't.
A hybrid retirement is a designed transition out of full-time corporate work into something more flexible. Work becomes optional. Income becomes flexible. Purpose stays central.
This is for you if...
- You're a high earner with complex compensation: equity, bonus, or variable comp.
- Your financial life feels like a pile of disconnected parts.
- You want work to become optional on your terms, without sacrificing purpose or lifestyle.
Here's what we're asked most often.
Tailored Wealth is a great fit for executives and business owners in their prime earning years who are ready to design the next phase of their career and life. We specialize in helping high achievers plan a hybrid retirement, the intentional transition into more flexible, purposeful work on their own terms. Founded by Dan Pascone, a former corporate executive turned business owner, the firm understands the real pressures you carry and turns complex tax, equity, and income decisions into one clear plan.
It starts with a Wealth Clarity Chat, one focused conversation where we get to know you, your financial situation, and what you want to accomplish. You also get to know us, how our process works, and what you would gain from a Tailored Financial Plan. The goal is simple: decide together whether there is a mutual fit. We answer every question you have and walk through the process in more depth. If it is a fit, we build your Tailored Financial Plan, a stage that is risk free and backed by a money back guarantee.
It starts with a Tailored Financial Plan, priced below market so you can see real value before making a larger commitment. From there, ongoing clients choose from a few simple pricing models: a flat monthly fee, or a percentage of assets under management when we manage investments. Every option is net to you, with no hidden trading, product, or investment fees. Ongoing clients receive our full suite of services, from planning and investments to tax strategy, insurance, and coordination, for one transparent cost. A small additional fee applies only to trusts and wills and to tax preparation.
Yes. We are a fee-only fiduciary, which means we are bound to put your interests first, always. No commissions, no product pushing.
Because a Tailored Financial Plan is the foundation everything else grows from. Think of a wealth partnership like a tree, with your plan as the roots. To make confident money decisions that fit your goals and your life, you need that clear plan first. We use comprehensive planning software to map your full picture, model what-if scenarios, and weigh tradeoffs, then pair that data with our team's experience. Starting here also lets us work together, deliver real value early, and mutually decide whether a long-term partnership makes sense.
Ready to design your next chapter?
Book your free 45-minute Wealth Clarity Chat. We'll look at where you are, where you want to be, and whether a Tailored Financial Plan is your right next step.
Book Your Free Wealth Clarity Chat