P-Squared Capital Management
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    • Joseph L Pellegrino
    • Lorraine Pellegrino
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Typical Client Concerns

Typical client concerns that P-Squared helps address are:

  • Creating/preserving wealth
  • Ensuring adequate retirement income
  • Limiting financial volatility
  • Funding college tuition
  • Maximizing wealth transfers
  • Achieving tax efficiency

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P-Squared Capital Management
the power of perspective
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