Joseph Patane

JD, LLM, CFP®, AIF®

Role: Advisor at Plancorp Wealth Management
Location: Sarasota, FL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Joseph Patane

Registered Investment Advisor (RIA)(2005 - Current); • Attorney at law licensed…

Experience

Advisor
Plancorp Wealth Management
Jan 2005 — Present
Plancorp is dedicated to providing the very best in wealth management services. Our experienced team, unique academic-based investment strategy, transparency of fees—and our strong fiduciary commitment to our clients—sets us apart. Plancorp specializes in financial and estate planning services and asset management. We also develop retirement plans for various types of business entities and take on fiduciary responsibility for investment selection and monitoring if the Client so chooses. We also have the expertise to advise charities and foundations as well. Plus, we provide Family Office Services and Business Advisory Services. We are honored to have a wonderful group of Clients. Our investment philosophy is a good fit for them and they are a good fit for us.See for more information.

Contact information

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•••••@plancorp.com
Personal email
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Current company

Plancorp Wealth Management

Financial Services · 120 employees · Founded 1983 · St. Louis, Missouri, United States

Plancorp is a financial services firm and Registered Investment Advisor founded in 1983. We’ve worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively, and feel confident in their financial future. Over our 39 years in business, we’ve committed ourselves to absolute transparency. When you work with us, there are never hidden agendas or fees. As a certified fiduciary, we’re paid only by our clients and are obligated by law to act in your best interests. And that’s exactly what we do. From taxes to retirement, investments, estate planning, charitable giving, and more, our experienced advisors do the complex work of financial planning and wealth management, so you can focus on living your life or running your company. We don’t play the markets or short-term stock pick. Instead, we use evidence-based research to help create your Living Financial Roadmap so you can manage and protect your financial life. Whatever your situation, we'd love to work with you. Visit our website at: https://www.plancorp.com/. Important Disclosures: Content posted by this page is for informational purposes only and is not investment, tax, or legal advice. Plancorp, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, and past performance does not guarantee future results.

plancorp.com

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