Wealthtender Wealthtender

Financial Professionals

Sign In Or Sign Up

Individuals

Subscribe for Money Tips
Wealthtender

Dan Pascone, MBA

Helping hard working professionals to live their version of a rich life

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Tailored Wealth Dan Pascone, MBA
Fairfield, CT

Serving Clients Nationwide

Helping hard working professionals to live their version of a rich life

0 Certified Advisor Reviews™
0 out of 5 Stars
Jump to Reviews

203.439.5905

Website

Areas of Focus

  • Alternative Investments
  • Capital Gains
  • Cash Flow
  • Compensation Planning
  • Education Funding
  • Equity Compensation Options
  • Estate Planning
  • Exit Planning
  • Financial Life Planning
  • High Net Worth
  • Investment Management
  • Money Psychology
  • Owning a Business
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Taxes

About Dan Pascone, MBA

Dan Pascone is the Founder and CEO of Tailored Wealth, where his mission is to help business leaders and executives optimize their financial resources to live purposeful, fulfilling lives. With a focus on reducing taxes, managing equity compensation, and crafting strategies for long-term financial independence, Dan and his team ensure that every dollar clients earn works as hard as they do.

Drawing from his extensive experience as a former executive and revenue leader in the financial services industry, Dan understands the complexities of managing wealth amidst demanding careers. This perspective shapes Tailored Wealth’s specialized approach, which combines advanced financial technology with personalized strategies tailored to each client’s goals.

A passionate advocate for financial education, Dan shares insights through his weekly newsletter, Making Sense of Your Money, quarterly webinars, and one-on-one strategy sessions. His content empowers clients to make informed decisions and avoid costly mistakes, all while staying on track for their most important life goals, including retirement.

Beyond his professional work, Dan is dedicated to giving back. He serves on the board of Operation Hope of Fairfield and mentors aspiring professionals through nonprofit programs. An active alum of Sacred Heart University, he previously served as Alumni Board President. Dan is also a proud dad and youth sports coach, bringing the same dedication and strategic thinking to the field that he applies to his business.

Professional Designations

  • Accredited Investment Fiduciary (AIF)
  • Master of Business Administration (MBA)
  • Retirement Income Certified Professional (RICP)

Affiliations

  • Financial Planning Association

Primary Location

1172 Post Road

Video

https://www.youtube.com/@DanPascone

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based
  • Fee Only
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule an introductory call. This free 30-minute conversation is a chance to get to know each other and see if it makes sense to explore working together. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About Tailored Wealth

At Tailored Wealth, we help business leaders simplify and optimize their finances through customized plans and strategies. Our team partners with CEOs, executives, revenue leaders, and business owners to navigate the complexities of wealth management, enabling you to achieve both short-term goals and long-term financial independence.

We understand the challenges you face: balancing complex compensation packages, minimizing tax burdens, and building a clear roadmap for your future....all while enjoying the rewards of your success today.

Our process is tailored to fit your life:

✔️ Minimize Taxes: Strategies to help reduce unnecessary tax liabilities and maximize wealth.

✔️ Proactive Investment Management: Portfolios designed to align with your risk tolerance and goals.

✔️ Simplify Complexity: Clear guidance for equity compensation, cash flow, and wealth preservation.

✔️ Ongoing Adjustments: Quarterly reviews to adapt to life’s changes and market conditions.

At Tailored Wealth, we don’t just manage wealth; we empower you with the confidence, clarity, and strategies needed to live life on your terms, today and tomorrow.

Education

Sacred Heart University, Master of Business Administration (M.B.A.), John F. Welch School of Business; Bachelor of Arts (BA), Finance, Sport Management

Volunteer Experience

Executive board member at Operation Hope of Fairfield Former President of the Alumni Council at Sacred Heart University Youth baseball and basketball coach in Fairfield, CT

Hobbies and Interests

  • Baseball
  • Basketball
  • Family
  • Football
  • Golf
  • Sports
  • Volunteering
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Engineers
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials
  • Gen Z
  • LGBTQ
  • Sales Professionals
  • Technology Professionals
  • Women Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

No reviews yet.

Get answers to frequently asked questions regarding the services offered by Dan Pascone, MBA View Disclosures

FAQs

Who is Dan Pascone and what does Tailored Wealth do for clients?
Dan Pascone is a former corporate executive turned entrepreneur, husband, dad, youth coach, and philanthropist. He founded Tailored Wealth to help business leaders design and live their version of a rich life. Dan understands the financial challenges that come with success and the pressure of balancing career, family, and the future. Tailored Wealth helps simplify money, reduce taxes, and align financial decisions with what matters most. Learn more at yourtailoredwealth.com
Who is a great fit to work with Dan Pascone and Tailored Wealth?
High achieving business leaders across the United States with busy lives in their prime earning years. We work especially well with executives and business owners who want clarity and a plan that supports the life they want. Dan has been both an executive and an entrepreneur, so he understands real world pressures and the need to simplify decisions. He has built a community of thousands of business leaders and shares practical strategies through a free content hub. Check out the content hub
Why do Dan Pascone and Tailored Wealth start every client with a custom financial plan?
We believe an effective wealth partnership is like a growing tree. The roots are your custom financial plan. To make confident money decisions that match your goals and your life, you need a clear plan first. We use comprehensive planning software to map your full picture, model multiple what if scenarios, and compare tradeoffs. Then we combine data with our team’s experience to help create the best outcomes for each unique client situation. Learn about strategic financial planning
How do Dan Pascone and Tailored Wealth deliver a full-service approach to my finances?
We start with your plan and then execute it with precision. Tailored Wealth covers cash flow, retirement, risk, taxes, and legacy. We manage investments and help with equity compensation, trust coordination, and thoughtful giving. For busy leaders, we add practical support like tax preparation, estate planning coordination, compensation negotiation, business exit planning, healthcare and benefits reviews, and family wealth education. Everything works together toward your goals. Explore our full services
How do Dan Pascone and Tailored Wealth charge for services, and what’s included?
We start with a small upfront fee for your custom financial plan. If you choose a long term partnership with us, we credit that planning fee because we want you to see our work in action before you decide. Ongoing, clients pay either a simple monthly fee or a percentage of assets under management when we manage investments. Our fees are net to our clients and there are never hidden trading or investment fees. This covers our full suite of services across planning, investments, tax strategy, and coordination. There is a small additional fee for trusts and wills and for tax preparation. Find a planner that saves and makes you more than they cost
Are Dan Pascone and Tailored Wealth fiduciaries who always put clients’ interests first?
Yes. We are legally and ethically bound to act in your best interest at all times. We are fee only and compensated solely by the transparent fees you pay, not by investments, products, or referral kickbacks. Our advice is independent, objective, and aligned with your goals. Learn about our fiduciary approach
How do Dan Pascone and Tailored Wealth manage cash flow and investments through changing markets?
We tie portfolio design directly to your financial plan and the timing of your cash flow needs. Using liability driven investing, we fund near term spending with cash and guaranteed income, then align short term, midterm, and long term buckets to appropriate risk and growth engines to lower sequence risk. Portfolios are diversified across public markets and selectively include private investments for added diversification and upside. We rebalance with discipline, manage taxes, and adjust as your goals evolve. Learn how we put your plan to work
Can Dan Pascone and Tailored Wealth help with equity compensation (RSUs, ISOs/NSOs, ESPP, deferred comp)?
We integrate equity decisions into your financial plan so each grant, vest, exercise, and sale serves your goals. We model scenarios to minimize taxes and surprises, including AMT for ISOs, sell to cover for NSOs, RSU same day sales, ESPP holding periods, and 10b5-1 trading plans when helpful. We also manage concentration risk and turn company stock into a funding engine for other priorities. Watch: “Give Me 7 Minutes, I’ll Tell You Everything About Equity Compensation.”
Can Dan Pascone and Tailored Wealth help during career transitions, promotions, or compensation negotiations?
We align your next move with your plan and help you make smart decisions at each step. We review severance terms, non-competes, and health coverage, and clarify how your equity will vest, accelerate, or expire. We model new pay packages, negotiate for better cash and equity, and set paycheck withholding correctly. We guide 401(k) rollovers, multi-state tax issues, and benefits elections, then adjust cash flow and portfolios to match your new priorities. Get Our Guide to Optimizing Wealth through a Job Change
What does it look like to work with Dan Pascone and Tailored Wealth, and how do we determine a mutual fit?
We begin with a short introductory call to get to know each other and understand what you want to achieve. Next comes a comprehensive mutual fit meeting where you share your situation and goals, and we walk through our process, services, and what it is like to work together. If we both agree it is a fit, we start with a custom financial plan. This stage is risk free and comes with a money back guarantee. From there, we decide on the best ongoing approach for your needs. Book a free Wealth Clarity Chat
How to Find Financial Advisors for Small Business Owners
Looking for High Net Worth Wealth Managers?
Looking for a Financial Advisor in Connecticut?
Financial Planning for Technology Professionals
Find a Financial Advisor for Corporate Executives