Elevated Wealth Management

Pave Pro has undergone a remarkable transformation in the past year, offering streamlined account setup, innovative portfolio management features, and enhanced cash management tools. Our platform is designed to empower advisors like you to deliver unparalleled customization to your clients while boosting your efficiency and profitability.

As a special treat at Schwab Impact, we're hosting a one-time raffle that will run throughout the three-day conference. Enter the raffle and come to Booth 308 for a chance to win one of six exquisite custom wood putters with a gold inlay. But that is not even the best part. One lucky advisor will win our grand prize, a generous donation towards a co-sponsored client event with Pave, helping you elevate your client experience to new heights.

Enter the Raffle Today!

Ready to learn about the next generation of investing? Visit us at Booth 308 at Schwab Impact to discover how Pave Pro can help you manage around your clients' preferences and elevate your wealth management offerings today!

To learn more, please reach out by pressing the button below. We look forward to speaking with you.

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“This gives me the ability to increase capacity without sacrificing personalization” - RIA, $100M+ AUM¹

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Risk Disclosure & Disclaimer

Copyright © 2024 Pave Finance, Inc. All rights reserved.

For Financial Professional Use Only

1. Testimonial provided on May 29th, 2024, by an Independent Investment Adviser with $100+ million in AUM. They are an incoming client of Pave Finance, Inc. No compensation was provided in exchange for this testimonial.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.  There is no guarantee any investment recommendations will be successful and there is a risk of losing money.

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Pave Investment Advisors, LLC is an SEC Registered Investment Advisor. Such registration does not imply any level of expertise.

Securities offered through Pave Securities, LLC – New York, NY. Member FINRA/SIPC. You can review Pave Securities LLC with FINRA’s BrokerCheck BrokerCheck.

Advisory Services are only offered through Pave Investment Advisors, LLC., an SEC Registered Investment Advisor which is an affiliate of Pave Securities, LLC.

Pave Securities, LLC and Pave Investment Advisors, LLC do not offer tax or legal advice.

The news, resources and articles available on this site are being presented for educational purposes only and should not be considered specific investment or planning advice applicable to each individual.

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