• ABOUT PFS
  • Meet Your Team
  • Strategic Partnerships
• WEALTH MANAGEMENT SERVICES
  • Client Pyramid of Success
  • Family OfficeSM
  • Wealth PlanTM
  • Multi-Generational Guidance
  • STARSM
  • Investment Management
  • Retirement
  • Estate Planning
  • Philanthropy and Charitable Giving
  • Tax Consulting
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Divorce RightSM
  • Balancing ActSM
    Bill Management
• CORPORATE SERVICES
  • 401(k) PlusSM
  • Executive Benefits
  • Succession Management
  • Employee Wellness
  • Risk Management
• THE PFS EXPERIENCE
• CLIENT RESOURCES
  • Market Insight
  • Frank Talk About Your Return on Life ™
  • eNewsBriefs

About PFS

Your life.

Calling the shots, making informed decisions and doing things your way is the very essence of the entrepreneurial spirit. Whether you own your own business or are a key executive at your organization, you place tremendous importance on independent thinking and seeking new paths to achieving your goals.

Your money.

Your success did not happen overnight. Achieving your goals was accomplished through significant effort and determination to build the lifestyle and considerable wealth you now enjoy.

That's why you require an investment management partner who is able to put your best interests first and allow you the flexibility to define both the relationship and the process. Yet finding a wealth advisor who truly understands what drives you, your life and your decisions can be difficult.

Your way.

Most firms want you to conform to their models and beliefs, offering you little flexibility or control. At PFS, we understand what's at stake. This is your life and your money. It makes sense that business should be conducted your way.

Frank Fantozzi, CPA, MT founded the firm in 1994 to focus on providing personal, knowledgeable and sensitive guidance in the management of investment assets to meet client goals.

For more than 15 years the Cleveland, Ohio-based firm has focused on planning and wealth management services for clients like you who are seeking a vested partner in their success. We believe our success as a firm results directly from providing the highest level of:

• trust
• personal attention
• privacy
• innovativeness
• range of services
• independent thought and guidance,
• reputation and the
• flexibility to take on as much or as little as you determine to achieve solutions to your most unique challenges.

Academically competent and experienced professionals are the foundation of our practice and enable us to deliver high quality, objective advice. As an independent advisory firm, PFS has access to financial instruments from many of the nation's leading financial institutions.

Frank Fantozzi leads the firm with a single mandate:

At PFS, your values, goals, lifestyle and financial situation are our first concern. We seek to achieve a true client-professional partnership with each of our clients, built on mutual trust and respect.

Count on us always to do our part to maintain frank and timely communication to keep you fully informed of the effectiveness of strategies employed for your plan.

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