Azzendo Wealth Advisors

Azzendo Wealth Advisors, based in Coral Gables, Florida, has been providing investment advisory services since 2008. The firm, led by Cathy Pareto, CFP®, offers personalized wealth management, portfolio management, financial planning, and retirement plan consulting services. Azzendo mainly uses equity securities, ETFs, mutual funds, and various bonds in its portfolio management programs. Clients can opt for discretionary portfolio management, allowing the firm to make investment decisions without prior approval. The firm charges fees based on a percentage of assets under management, with a tiered fee schedule. The minimum initial investment for individually managed accounts is typically $500,000, but this requirement may be waived at the firm's discretion. Azzendo Wealth Advisors acts as a fiduciary, putting clients' interests first. The firm does not charge performance-based fees and serves individuals, pension and profit-sharing plan participants, trusts, and estates. Azzendo does not vote proxies on behalf of clients and does not have custody of client funds beyond fee deduction authority. The firm emphasizes client confidentiality and data security, complying with the Gramm-Leach-Bliley Act. For more information, clients can contact Cathy Pareto, President/Chief Compliance Officer, at [email protected] or (305) 648-9814.