David Paladino - Here to Serve

David Paladino holds an undergraduate degree from Hofstra University where he studied Jazz Performance and Business Administration.

David leverages his skills and thought process as a musician to help others create portfolios that create income, build and maintain wealth and more. What is a musicians process? It’s looking at the portfolio pieces but also looking at it as a whole to make sure it captures the effect of all the instruments and tools that are available. He takes a 360 approach to his clients investment portfolios - really looking to understand their existing portfolio, their risk tolerance, and their goals for themselves and the legacy they want to set up for those they care about.  

In the same way an orchestra is not just one instrument but an entire band tuned to perfection, your investment strategy should work together to create something comprehensive - using all resources available to you for what your goals are but also a strategy that is forgiving as the market inevitably ebbs and flows.

With the overall objective of growing your assets and protecting them, each client’s portfolio has a different flavor using different instruments to achieve the goals.

Your Investment Advisor should have multiple areas of expertise and experience across a broad range of products and clients. David leverages his wide client base (a diverse group of entrepreneurs with unique goals) to introduce new clients to strategies that work for them today using his vast knowledge of what has worked for his current clients.

Planning is Art. Your Investment Manager is the skilled artist that creates a framework that will last a lifetime and survive multi-generationally by using their vast knowledge of the markets and the products that best serve you given your unique position and goals for your future.  

The venue matters and the venue changes. At Planning Is Art we monitor your portfolio and have quarterly, semi-annually or yearly (your choice) progress and review meetings to discuss how your personal life changes and goal adjustments combined with market changes and pursuit of new opportunities may cause you to realign your assets and portfolio in a way that works in today’s market and for your individual needs.

We recognize that life is always in flux and we are here to help you adjust to whatever life may brings to tune up your portfolio.

Would you like a free analysis of your portfolio? I’d be honored to create a thorough analysis of your current assets and discuss how they can be tuned to best suit your long and short term goals. 

My process is about understanding your personal risk tolerance while advising based on my 23 year experience of serving others.

My Process: 

Understand. Advise. Create. Execute. Monitor. Adjust.  

Understand Goals

Help create Goals

Help create a Plan to Achieve those goals

Monitor Progress and changes

Adjust accordingly

Whether you are looking to build, protect, hedge, plan, insure, or grow, we can assist. We have plans that can help meet both your short and long term goals; whether your goal is to create cash flow and meet budgets, allow for major purchases, travel and experience goals, business investments, retirement savings, legacy creation and charitable giving, estate and multi-generational planning, tax and liability protection strategies (for both you and your heirs) and so much more. 

Allow us to be of service where you need it most.