How We’re Different

Relationships are the core of Pazera Capital Management. We get to know our clients well beyond the numbers that make up their financial portfolio. We love to celebrate victories with them and stand alongside them when they face challenges.

Our relationships go a step further. Our wealth managers build relationships with clients’ attorneys, CPAs, bankers, insurance specialists, and any other appropriate professionals specific to their needs. We want to ensure that each decision made is the most effective and beneficial for their individual situation.

We want to ensure that no stone is left unturned. If you’re considering Pazera Capital Management and don’t yet have established professional advisors, we have a trusted, independent team available to provide expert advice and guidance when needed. As leaders in their respective specializations, they help filter the abundance of options in their particular field.

Relationships go two ways. While we want to get to know you, we want you to get to know us as well. Pazera Capital Management is a boutique firm focused on family, work-life balance, and actively giving back to our community. We work hard, are committed to excellence, and invest in our team.

In order to maintain an unmatched level of personalized service we have limited our practice to 150 outstanding families and individuals. Our firm has three Certified Financial Planner™ professionals with 53+ years of experience who work collaboratively with our clients to help them reach their goals.

› Meet the Pazera Team