Our Team
Leadership
Experienced guidance you can trust. Meet the person behind Cascio Wealth Management.
Founder
Meet Paul Impellizeri
Paul Impellizeri
Founder & Registered Investment Advisor
With over 30 years in financial services, Paul is a licensed Registered Investment Advisor and Fiduciary dedicated to providing trusted, client-first financial guidance.
His career spans senior roles as Vice President at Bank of New York Mellon and Financial Advisor at Capital One, where he built deep expertise in investment strategy and client relationships. He also served as program manager for Magyar Bank’s Financial Services division, leading initiatives to enhance client offerings.
In 2021, Paul founded Cascio Wealth Management to empower clients through personalized wealth management, fixed income and insurance solutions, estate planning, retirement income strategies, and business protection planning.
Beyond his professional life, Paul is a proud father and grandfather who values family as much as his career.
Ready to Work Together?
Schedule a consultation and let’s discuss your financial goals.
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For Financial Advisors
Advisor Independence Connection
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
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.
Contact
Paul Impellizeri
(732) 921-6206
Contact
Megan Purcell
(732) 921-6206
Schedule a Confidential Conversation
