Asset & Wealth Management

Through Pascal's affiliation with Eagle Strategies, LLC, clients of PIFS benefit from a comprehensive wealth management program for organizing all of their private financial asset and wealth data. From the insurance and investment products provided by PIFS to credit card, legal documents and other financial assets you may have with other firms, the wealth management program provides by PFIS is a way for you to keep track of all of your assets and liabilities in one sage and secure location. PFIS will provide you with your own personal client website offering 24/7 access.

Features and Benefits

  • Personal client website - offering secure access 24/7
  • Assets and liabilities account aggregation - all from one place you can view up-to-date account values from many leading financial institutions
  • Alerts and alarms - to notify you of significant changes in your account values
  • Budget tracker - keep track of your family expenses
  • Advisor Alliance - allows collaboration between PFIS and your attorneys, accountants or other trusted advisors
  • The Vault - a secure, on-line storage of your most important documents and mementos: tax returns, wills and trusts, passports, family photos, etc.

To have your personal Wealth Management Solution account created, please contact Pascal Insurance & Financial Services at (949) 797-2445 or email.

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