• Professional Advice developed over the past 30 years of Experience…

  • Disciplined and Value-Based Approach to Wealth Management…

  • Personalized and Comprehensive Planning Strategies…


Financial Freedom

Whether you define freedom as continuing to pursue your career (on your terms), spending more time with family and friends, travel, fitness, or sporting adventures…or maybe some combination of all of these,  achieving financial freedom will allow you to pursue your passions.  Our passion is to help our clients achieve their objectives by implementing agreed upon recommendations and helping to navigate their charted course of financial freedom.

Wealth Management Philosophy

A Relationship based on trust, knowing that our interests are aligned with yours, will be built through our unbiased and disciplined investment management style. We pair our commitment to professionalism with a holistic and comprehensive planning approach to grow and protect your wealth.

Our Planning Process

Over the past 31 years we have established a process that incorporates each of the key aspects of your financial security: Wealth Creation & Asset Protection, Retirement Income Planning and Legacy & Estate Transfers . Using a comprehensive and holistic planning approach, we incorporate all aspects of your financial picture to position your family to grow and protect your assets - with an emphasis on tax efficiency.

Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: California, Colorado, Oklahoma, Texas, Washington. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Paolucci Financial Services are not affiliated.

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