At Cascio Wealth Management, we're dedicated to helping you achieve your financial goals and organize your financial life. We offer a caring and supportive environment to make financial planning less overwhelming.
We put our clients' interest first — always. As a fiduciary, we are legally and ethically obligated to act in your best interest. We stay up-to-date with the latest financial trends and technologies to provide you with only the most innovative solutions and strategies.
Our mission is to seek our clients' fiscal security and help them accumulate wealth, distribute wealth, and pass on wealth. We are here to celebrate with you when things go well and position your finances for challenging times.
We prioritize your goals, needs, and investment choices above all else. We take the time to get to know you and understand your unique situation, so we can provide tailored solutions aligned with your specific financial objectives.
Introduction
A Message from Our Founder
Get to know Paul Impellizeri and the philosophy behind Cascio Wealth Management.
We work with a diverse range of clients, each with their own unique goals and challenges. Whether you're just starting to build wealth or looking to preserve what you've earned, we have the experience and expertise to guide you.
Families & Individuals
We help individuals and families organize their finances and plan for the future — from saving for college and buying a home to building a legacy for the next generation. Our personalized approach ensures every decision supports your family's long-term security.
Pre-Retirees & Retirees
Transitioning into retirement is one of life's most significant financial milestones. We help you build a distribution strategy that provides reliable income, manage required minimum distributions, and ensure your savings last through every chapter of retirement.
Business Owners
Running a business creates unique financial complexities. We provide tailored planning for business owners — from executive compensation and succession planning to retirement plan design and strategies that grow personal wealth alongside your company.
Professionals & Executives
High-earning professionals and corporate executives face distinct financial challenges — stock options, deferred compensation, concentrated positions, and complex tax situations. We build strategies that protect and grow your wealth efficiently across every dimension.
Young Professionals
The earlier you start, the more powerful compounding becomes. We help young professionals establish strong financial foundations — building investment discipline, managing student debt, maximizing employer benefits, and setting a course toward long-term wealth.
Widows & Life Transitions
Major life changes — the loss of a spouse, divorce, inheritance, or a career shift — often bring urgent and emotional financial decisions. We provide compassionate, clear-headed guidance to help you navigate these transitions with confidence and stability.
Start the Journey to Financial Freedom
Let's discuss how we can help you reach your financial goals.
Empowering financial advisors to achieve true independence. Own your brand. Own your firm. Build your future.
Overview
True Independence Starts Here
AIC is a consulting entity and facilitator for financial advisors aiming to achieve true independence in the dynamic advisory industry. We believe in the power of true ownership—owning your brand and firm. Our program offers comprehensive services and benefits to guide advisors to make this happen now.
CONNECTING ADVISORS TO INDEPENDENCE
“Advisor Independence Connection was founded on the principles of true entrepreneurship and ownership.”
PAUL IMPELLIZERI
Founder, Cascio Wealth Management & AIC
100%
CLIENT RETENTION
100%
BRAND OWNERSHIP
01
Ownership of Your Brand & Firm
AIC empowers advisors to fully own and operate their own brand and firm. This autonomy liberates advisors from dependency on wire houses or traditional independent platforms.
02
Dedicated Compliance Team
AIC maintains a dedicated compliance staff to keep advisors compliant and informed about the latest compliance trends, including regular client reviews. RIA in a Box compliance tool is used with every advisor.
03
Seamless Transition
AIC offers a streamlined transition process and accurate timeline for registration and transition, minimizing disruptions as advisors switch from firms like Schwab, Fidelity, Pershing, Wells Fargo, or Raymond James. We review existing contracts, non-competes, and non-solicitation agreements.
04
Branding Flexibility
Advisors joining AIC can establish their own brand or use their name as the advisor, enabling them to create a unique identity in the market.
05
Tax & Expense Optimization
Transitioning to AIC changes advisors’ status from W-2 employees to true business entities, potentially leading to significant tax benefits and improved expense management. Sole Proprietor or LLC formation.
06
Equity & Succession Planning
We assist advisors in building equity in their businesses, offering a pathway for long-term succession planning that would be multiples higher than if in a firm. Build real enterprise value you can sell on your terms.
07
Competitive Payout
Advisors under AIC can enjoy a competitive payout structure, with the potential for payouts reaching as high as 95%, allowing them to retain a significant portion of their earnings. Plus restructure your tax position.
08
Keep Up to 100% of Your Clients
Transitioning to AIC means you can retain up to 100% of your current client base. The extent of client retention depends on your individual agreements and preference — we work with you to maximize the transition of your book of business.
Program Details
How It Works
Initial Recruitment
Our pilot program currently accepts a maximum of four initial recruits with unlimited assets under management. This ensures personalized attention and a smooth onboarding experience.
Clearing Firm
We work with existing representatives’ clearing firms, and changes in clearing relationships are not required in some cases. Changing representatives with existing clearing is the easiest transition path.
Client ACAT
ACAT of clients may be required based on individual agreements. We guide you through the entire process to ensure minimal disruption to your client relationships.
Signing Bonus
AIC offers a signing bonus to advisors who transition to our platform, based on the size of your book of business. The larger your book, the more significant the incentive. Contact us for a confidential discussion about your specific opportunity.
“Empowering advisors to be the true entrepreneurs that they have always been.”
PAUL IMPELLIZERI
Established 2024
Ready to Take Control of Your Career?
AIC is dedicated to helping financial advisors achieve true independence, take control of their businesses, and maximize their potential for success. Our program offers a comprehensive range of services, tools, and financial benefits to support advisors in a highly competitive market.
