Vincent Grosso, CFP®
I’m a CERTIFIED FINANCIAL PLANNER® professional helping women 50+ achieve financial independence and confidence in their financial decisions. I started Pascack Capital to offer wealth management services in a way I couldn’t do elsewhere.
My insights have been featured in outlets such as CBS News, CNN, and Time Magazine.
In 2019, I founded the Joanne Grosso Foundation — a nonprofit dedicated to uplifting individuals affected by cancer through the performing arts. We’ve been proud to present performers from some of Broadway’s top productions.
I hold a bachelor’s degree from New York University.
When I’m not working with clients, you’ll find me spending time with family and friends, cooking, exploring new restaurants, and working out — so I can keep cooking and exploring new restaurants!
Why I Work With Women
Yes—I’m a guy. So why do I work with women?
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Honestly, it’s where I connect best. My whole life, I’ve found it easier, more natural, and more comfortable to connect with women than men. Maybe it’s my personality—drawn to real connection, deeper conversations, not afraid to show emotion, and more comfortable collaborating than competing. Could it be because I'm gay? Probably part of it—but whatever the reason, I've always connected more with women.
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That's the personal side. But I also noticed women—especially single women—weren't always getting the financial guidance they deserved. The industry felt built for men, by men. Many male advisors connect easily with other men but struggle to do the same with women.
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For me, it’s the opposite. I know women want more than just numbers—they want someone who is not only skilled but also willing to build a real relationship. That’s exactly how I work. I love helping clients feel confident, understood, and in control of their finances—but I also enjoy knowing them as people.
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I work with women because it’s where I’m most comfortable, effective, and fulfilled—and I want my clients to feel the same. Plus, it doesn’t hurt that we usually share a good laugh along the way.
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If you’re looking for someone who truly gets where you’re coming from, I’d love to start that conversation.
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Warmly,
Vincent
From Overlooked to Empowered
How thoughtful advice made all the difference
Name: Susan
Status: Retired
Age: 73
Goals:
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Understand and simplify her investments
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Reduce unnecessary risk
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Create a portfolio that supports her lifestyle
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Avoid unwanted tax burdens
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Donate to causes she cares about
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Work with an advisor who listens and explains
Overview
Susan came to me feeling frustrated and uneasy after working with a previous advisory team that rushed through calls and dismissed her questions. When she tried to better understand her investments, she was met with hostility, leaving her feeling unheard and uncomfortable.
Her portfolio was filled with high-cost products and individual stocks that didn’t match her risk tolerance or retirement goals. Because nothing was ever clearly explained, she didn’t even realize how misaligned her investments had become.
She also wanted to start giving more intentionally to a few charities that mattered deeply to her—but had no idea how to do that in a way that made financial sense.
How We Worked Together
Listening First: We started with a conversation. I took the time to really hear Susan—her concerns, her goals, and why she felt uncertain about her financial picture. And it wasn’t just about the numbers. We talked about her life—her health, family, hobbies, the neighborhood she loves, and more. No rushing, no assumptions—just space to talk, connect, and understand what truly matters to her.
Clarity Around Her Investments: I walked her through her current investments in plain English. We reviewed what each investment was, why it was there, and whether it aligned with her goals and comfort with risk.
Planning for Taxes: We also looked at the tax implications of adjusting her portfolio. I gathered her tax documents, projected what her tax situation might look like for the year, and walked her through the plan in simple terms—no jargon, just clarity.
Building the Right Fit: Together, we created a portfolio that truly reflected Susan’s comfort with risk, prioritized low-cost investments, and supported the income she needed in retirement. Nothing complicated—just thoughtful, intentional choices she could feel good about.
Incorporating Charitable Giving: Susan shared her desire to give back to a few causes close to her heart. I introduced her to Qualified Charitable Distributions (QCDs), which allowed her to donate directly from her IRA to qualified charities—helping her fulfill her giving goals while also reducing her taxable income. We built a simple plan to make these donations annually in a way that’s both meaningful and tax-efficient.
The Result
Susan now feels confident and empowered in her financial decisions. She understands what she owns, why she owns it, and how it supports her retirement lifestyle. Susan knows she has someone in her corner who listens, explains things clearly, and treats her with respect.
She’s no longer taking unnecessary risks. Her plan is built around her values and goals—not just generic advice. And with the QCD strategy we put in place, she’s now supporting the causes she cares about in a way that’s both meaningful and tax-smart.
Most importantly, Susan feels seen and supported. We’re able to talk not just about finances, but about life—with plenty of laughs along the way.
This case study is hypothetical and for illustrative purposes only. While inspired by real client experiences, names and details have been changed to protect privacy. The outcomes described may not be representative of all client experiences and are not a guarantee of future results. Financial planning and investment outcomes will vary based on individual circumstances.