James Pavik

CWM ® Chartered Wealth Manager - AAPM/AAFM ® Board
ChFEBC℠ Chartered Federal Employee Benefits Consultant

As the financial world becomes more complex, and investment choices multiply, careful planning becomes ever more important to helping individuals and business achieve their financial goals. As your Financial Fiduciary, our role is to work with you to help you develop a plan that lays out a clear path to your goals - a plan that we develop in collaboration with you - and one that you can follow with confidence in the face of the market's ups and downs.

Managing wealth involves much more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial Read more

CWM ® Chartered Wealth Manager - AAPM/AAFM ® Board
ChFEBC℠ Chartered Federal Employee Benefits Consultant

As the financial world becomes more complex, and investment choices multiply, careful planning becomes ever more important to helping individuals and business achieve their financial goals. As your Financial Fiduciary, our role is to work with you to help you develop a plan that lays out a clear path to your goals - a plan that we develop in collaboration with you - and one that you can follow with confidence in the face of the market's ups and downs.

Managing wealth involves much more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you respond effectively to these forces.

Only then will we talk about the details of investing: how much risk makes sense, your asset allocation, and which investments are right for your portfolio.

But that is only the beginning - over time we will revise your plan to reflect new aspirations and priorities, helping you keep pace as the markets change and your life unfolds.

James Pavik is an Investment Advisor Representative and Registered Representative of INVEST Financial Corporation, member FINRA, SIPC, INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Pavik Wealth Management.

INVEST Privacy Policy Content posted by other parties does not necessarily represent the views of INVEST or James Pavik. Content is for general purposes only and is not an offer to buy or sell any security. INVEST does not provide tax or legal advice.

Seminar or Educational Training from 30 Minute presentations to 2+ Hour holistic discussions on subject matter of client choice; inclusive of all presentation materials, handouts, etc. Total Fee is based on the extensiveness of the presentation, handouts, and discussion.

Individual fiduciary financial planning conversations for business/individuals upon request. Initial consultation for individuals, families, and business at no charge to the client.

I am a fiduciary to my clients, who range from multi million dollar familys, to corporate executives, business retirements plans, individual investors, and federal employees transitioning to the private sector...and as a fiduciary, all of my client information is held in the strictest of confidence.

I am a fiduciary to my clients, who range from multi million dollar familys, to corporate executives, business retirements plans, individual investors, and federal employees transitioning to the private sector...and as a fiduciary, all of my client information is held in the strictest of confidence.