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The Piropato Team

Our team works cohesively to manage the wealth of our clients, and over the decades we have strived to be more than only business partners to our clients, but akin to family. And because family-trees grow, as a team, we endeavor to be an all-encompassing “trusted advisor” to all the generations. Moreover, we look to bring visionary thinking to the management of our clients’ life-affairs and frequently engage with our clients’ legal and tax professionals in order to offer each and every client a frictionless wealth management experience.

Our team has managed client assets across decades of market cycles. The collective intellectual capital of the team empowers us to help our clients dissect and solve their complex and evolving financial needs. Leveraging our expertise in equities, fixed income, fund manager selection, portfolio construction, and embodying our unique and proprietary investment research process, philosophy, and strategies, we work effortlessly hand-in-hand with our clients to customize an optimal asset allocation to meet their long-term asset growth targets and annual income needs, all-the-while remaining tax-aware to preserve clients’ assets for future generations.