Financial Planning Firm Tailored Wealth Opens New Headquarters In Fairfield

FAIRFIELD, CT ? Tailored Wealth, a financial planning firm, opened its new headquarters at 1172 Post Road in Fairfield this week, with a ribbon-cutting ceremony attended by First Selectwoman Christine Vitale, Community and Economic Development Director Mark Barnhart and Fairfield Chamber of Commerce President Beverly Balaz.

The firm, owned by Fairfield resident Dan Pascone, was founded in 2020 and offers services including tax planning and preparation, equity and compensation guidance, retirement planning, investment management and estate planning. The company says its team combines individualized advising with financial technology tools.

Pascone said the town?s sense of connection influenced his decision to locate the business there. He also serves as vice chair of Operation HOPE of Fairfield.

"Fairfield has been home for a good portion of my life, and it?s a place I care deeply about," Pascone said in a statement. "As a two-time Sacred Heart University alum and former Alumni Board President, I?ve seen how strong and connected this community is."

He added, "Through my work as Vice Chair of Operation HOPE of Fairfield, I?m proud to support an organization dedicated to helping individuals and families build stability and hope. Fairfield is a great place to live and a great place to grow a business, and I feel fortunate to be part of a community that truly looks out for one another."

Tailored Wealth works with clients nationwide and offers a 50 percent discount on custom financial planning services for Fairfield residents, according to the company.

For more information, visit the company's website, LinkedIn, Facebook, YouTube channel, podcast, and Dan?s social channels.