Louis Pastore

Louis conducts financial planning for families and privately-held businesses.  His work is comprised of managing wealth through investment guidance, estate, income, and tax planning. In working with business owners, he provides advice on succession planning and how to effectively transfer wealth to their children and heirs.  Louis additionally focuses on optimizing a company’s retirement plan through a benchmarking process to ensure competitive investment options and the appropriate plan design. Louis graduated from Saint Joseph’s University in 2001 achieving a BS in Marketing.  Louis along with his wife Jackie and three children reside in Thornton, PA.