Wealth Management,
Reimagined.

I kept noticing a pattern in wealth management: too often, women were being overlooked, underestimated, or talked over.

My goal is to change that by offering a space where women feel genuinely heard, supported, and confident in their financial decisions.

No judgement. No rushing. No jargon.

Just thoughtful guidance that leaves you feeling empowered—not confused.

Vincent Grosso, CFP®

I’m a CERTIFIED FINANCIAL PLANNER® professional with a specialized focus on helping women navigate their finances with clarity and confidence. In 2022, 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!

Contact Me

From Overlooked to Empowered

How thoughtful advice made all the difference

Name: Susan

Status: Retired

Age: 73

Goals:

Understand and simplify her investments
Reduce unnecessary risk
Create a portfolio that supports her lifestyle
Avoid unwanted tax burdens
Donate to causes she cares about
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.