More than Personalized Service
If you've ever sat across from an advisor who checked their notes to remember your kids' names, and what worries you, you already know why we built Azzendo Wealth Advisors the way we did.
In 2007, Cathy Pareto founded Cathy Pareto and Associates, an independent practice in Coral Gables on a simple premise: clients do better when their advisor actually knows them — their history, their fears, their family dynamics, the things that never show up in a risk-tolerance questionnaire. More than twenty years later, that's still the whole idea. We've grown, but we've grown carefully, on purpose, so that "personal" never becomes a word we just put on a homepage.
In 2023, Cathy Pareto and Associates, Inc. rebranded as Azzendo Wealth Advisors, and partnered with Blue Key Advisors to increase its Florida presence to include Hollywood, Florida.
Built To Withstand The Test of Time
Plenty of firms can promise personal attention. Fewer can show you two decades of actually delivering it. Since 2007, our team has guided clients through the 2008 financial crisis, the COVID-19 market shock, multiple rate cycles, and the ordinary chaos of real life — divorces, business sales, early retirements, inheritances, second careers. Many of the families we serve today have been with us for ten, fifteen, even twenty years, where we have advised them through multiple life stages.
That's not longevity for its own sake. It's proof that our model works: relationships built to last, not portfolios built once and forgotten.
Work With A Team That Knows You
Our team is intentionally sized so that experienced, credentialed advisors know your plan and answer your calls. There is no worse feeling than calling an office only to be prompted to dial 1 for this, dial 2 for that, be routed multiple times, to multiple people, and having to re-explain your goals. At Azzendo when you call our office, you will speak to a person who can help you with any request related to your financial plan.
We Cooridate; We Don't Compete
We work directly with you, your CPA, estate planning attorney, insurance agent, and other trusted advisors so your entire financial picture moves in the same direction, instead of you carrying messages between professionals who've never spoken to each other. We don’t believe that a “we do it all in-house” approach provides the best or most cost-effective solution for clients. This “do it all approach” can lead to conflicts of interest by companies upselling you services or products you may not need.