PROVIDING
FINANCIAL PLANNING FOR THE ENDURING QUALITY OF LIFE YOU HOPE TO ACHIEVE.
REDUCING
STRESS AND UNCERTAINTY ABOUT YOUR FINANCIAL FUTURE.
Like other financial advisors, we specialize in wealth management – but that’s where the similarities end. We believe in the positive values of human character as much we believe in the positive results of intelligent investing. To us, it really comes down to honesty. Each member of our team has made a personal commitment to help families and organizations manage their wealth in an environment of trust, respect, and dependability. The relationships we establish with each client are based on building and maintaining their long-term financial health, and to serve as more than a financial planner, but as a partner devoted to their success.
We founded our firm for those who appreciate concierge service, personal relationships, and a comfortable setting. Our planners have been recognized both professionally and in the community for their commitment to excellence.
FINANCIAL PLANNING TEAM
J.D. Pellecchia, CFP®, CIMA®, CKA®
Managing Partner, Founder
Elio Chiarelli Jr., Ph.D.
Retirement Planning Specialist
Jennifer Cox
Administrative Assistant
William L. Mehserle, Jr. AIF®, CFP®, CPWA®
Partner, Planner
Pascal Roduit
Chief Investment Officer
Logan Wills —————
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Senior Client Relationship Manager
Brandon Haarer
Wealth Management Assistant
PFS Signature Wealth enjoys the complete support of Independent Financial Partners, a broker-dealer and registered investment advisor based out of Tampa, Florida. Their comprehensive service platform gives us access to a full range of technological, compliance, marketing, operational and administrative services, allowing us to to focus on what matters most: serving our clients. IFP and PFS Signature Wealth are separate entities.
