Planning
Every outcome is mapped and stress-tested before it matters. We stay reachable for the financial questions that do not wait.
Modern Money Management
Everything for your money, in one place.
Investments, taxes, retirement, 401(k) plans, and alternative assets coordinated in a single plan and guided by people who actually answer the phone. The more of it we handle together, the less you pay in fees overall.
The commitments that shape every plan we build.
This is what every client deserves and rarely gets: one team, one coordinated strategy, and a fee that gets better the more of your financial life we handle together.
01
Consolidated Advice Platform
Investments, tax, retirement, 401(k) plans, and alternative assets coordinated under one roof, so every decision works with the next instead of against it. Bring more of it together and your overall fee comes down.
02Modern Money Management
We measure your real risk tolerance with our analytic tools, then build a portfolio designed to compound: disciplined rebalancing, tax-loss harvesting, and steady growth instead of chasing a good year.
03Tax planning, not just tax prep
We plan all year and prepare your return in-house, so the strategy and the paperwork finally agree. Investments, retirement, and bookkeeping all feed the same tax picture instead of surprising you in April.
April is just paperwork.Tax planning & preparation
Taxes, done right
Most plans quietly leak money to taxes. We build yours to keep more of it working for you.
We plan all year and prepare your return in-house, so the strategy and the paperwork finally agree. Investments, retirement, and bookkeeping all feed the same tax picture.
- Year-round tax planningWe act before deadlines, not after them.
- Preparation & filing in-houseThe team that plans your taxes also files them.
- Bookkeeping that feeds your returnClean books mean no April surprises.
- Tax-aware investing & withdrawalsKeeping more of what you earn and draw.
Corporate Wellness & 401(k) PlansYour 401(k) is a benefit.
Your 401(k) is a benefit.
Make it one your people use.
We review the plan you already have, for lineup, fees, and service, and help you meet your fiduciary obligations under ERISA and the DOL. Then we bring the education that cures poor enrollment, from plain-language workshops to private one-on-one sessions. Never a sales pitch.
60%
of employees say they feel stressed about their finances.
PwC Employee Financial Wellness Survey (2024)76%
of financially stressed employees say it has hurt their productivity at work.
PwC Employee Financial Wellness Survey (2024)3+ hrs
a week many stressed employees spend at work dealing with personal finances.
PwC Employee Financial Wellness Survey (2024)
Consolidated advice platform
Stop managing money in pieces.
Most people collect advisors the way they collect accounts: one at a time, none of them comparing notes. We replace that with a single coordinated plan, where every part informs the next. It matters most for founders and small business owners, where the company books, the personal balance sheet, and the retirement plan you have not started yet are all the same decision.
The usual way
Investmentsseparate firm
Tax planninganother login
Retirement & 401(k)old employer
Alternative assetsheld off to the side
Estate & benefitsnever reviewed
Bookkeepingshoebox of receipts
The Gasima way
One coordinated plan
Tap each part to see what is included.
Forward-looking portfolio management built around your goals, risk, and timeline, with tax-loss harvesting worked into the strategy rather than bolted on in December.
Access beyond the public markets, sized to fit the rest of your plan rather than sitting off to the side: private credit, real assets, and other non-correlated positions where they earn their place.
Reduce what you owe and keep more of what you earn, with strategy and prep in one place.
A plan built for longevity and healthcare costs, designed to provide steady income over a long retirement. For business owners, we also set up and run the company 401(k) itself.
Preserve what you have built and make sure your estate is treated exactly as you intend.
Clean, current books that feed your tax return and keep your whole plan on real numbers.
One relationshipOne strategyOne clear viewOne fiduciary standard
Also offered Special Needs Planning coordinates trusts, benefit eligibility, and lifetime care planning for families caring for a loved one with special needs.
Our process
The fundamentals: the three P's.
Decades of combined experience and disciplined planning techniques, applied the same careful way to every chapter of your financial life.
Portfolio Construction
Investments are structured deliberately to balance risk, reward, and liquidity around your real goals.
Performance
Rigorous, ongoing research keeps the plan honest and looks for opportunities worth acting on.
Who you'll work with
Everybody says they “have a guy.” But why have a guy when you can have a team?
And most guys are only doing part of the job. Your advisor here is your guide to a dedicated team working your account: CPAs, bookkeeper, 401(k) specialists, and financial planners, all in one easy-to-use platform.
Managing Partner
Tony Pacione
Anthony (Tony) Pacione leads Gasima Financial as Managing Partner, bringing decades of financial services experience to the way the firm builds and coordinates client plans.
And the bench behind him
Advice held to a fiduciary standard, and one team coordinating your taxes, investments, retirement, and estate planning inside a single plan.
Our standard · On every plan we build
Good questions
What it means to work with us.
Still wondering about something? Send a note to [email protected] and we'll answer plainly.
It means one team coordinates your investments, taxes, retirement, and estate planning together. Instead of separate professionals who never compare notes, your strategy is built as a single plan where each decision accounts for the others.
That conversation is a lot of what we do. We help founders and small business owners set up a company retirement plan, including the 401(k) itself, and then run it alongside your personal investments, taxes, and bookkeeping so the business and the owner are not planned in separate silos.
Most people already have a guy, and most of the time that guy is handling one slice of the picture well and leaving the rest untouched: the tax planning, the bookkeeping, the company retirement plan, the estate work. We are not asking you to trade one guy for another. We are giving you a team that covers all of it, coordinated, in one place.
Yes. Our corporate financial wellness program brings education sessions and one-on-one guidance into the workplace as an employee benefit, helping your team make confident decisions about pay, benefits, and long-term planning.
We use modern tools to keep your full financial picture in one clear view and to make working with us convenient. The technology supports the relationship; it does not replace the people you can call when something matters.
We do. For families with a loved one who has special needs, we coordinate trust planning, benefit eligibility, and lifetime care strategy. It remains part of our work, alongside the broader planning we provide.
Begin here
Let's start your financial success story.
A short conversation is the fastest way to see what a consolidated plan could look like for you or your team.
Schedule a meeting →