Our Service Offerings

What Paslawski Capital Management can do for you

At PCM, we offer simple, high-performance financial solutions customized to meet the specific needs of affluent clients, professionals and business owners. With our unique approach, we help you achieve financial success. We specialize in Corporate strategies to maximize your business's efficiency; with our help, we can scale your business to the next level. 

What is our approach?

    We use our knowledge and expertise to identify our client's objectives and ensure they are met throughout the entire process
    We work closely with our clients to develop and implement strategies that protect and grow their assets
    We support our clients through each step of the process to ensure they get the best results possible
    We provide our clients access to the best solutions on the market at optimal rates
    We offer a comprehensive, professional and attentive experience for our clients to ensure they receive high-quality service

What are our specialties?

    Retirement Planning- We will analyze your current financial situation to determine what you need to save to meet your retirement goals.
    Asset Management- We will work with you to manage and conserve your company's assets to maximize their value.
    Risk Management- We will work with you to identify, assess and control risks in order to minimize their impact on your organization's goals.
    Tax Efficiency- We work with you to reduce your tax burden while maximizing your opportunities for growth.
    Corporate Finance- We will help you build a strong financial foundation for your business that allows you to scale quickly and effectively while minimizing risk.
    Insurance- We will help you get the best coverage for your needs so you can protect what matters most to you.
    And more!

Our process

Our support process is simple, and it's all about you. We work collaboratively with our experts to ensure your needs are met.


We are your starting point and project leader for all high-net-worth cases.

Our role and responsibilities:
● Product illustrations● Basic concept illustrations● Questions about products● Accompaniment throughout the process


For more complex cases, we will connect with a Sales Director, Large Cases and National Accounts.

Our role and responsibilities:
● Specific analysis of your case● Product illustrations● Advanced concept illustrations● Tax or legal issues● Customized presentations 


For even more complex cases, the Sales Director, Large Case and National Accounts assigned to your case will involve the Advanced Financial and Tax Solutions team.
Our role and responsibilities:
● Advanced tax, legal or accounting analysis● Contact and follow up with our clients● Production of tax memos or financial planning


Contact us to learn more about how we can help you take your finances to the next level.