(941)-462-2666

Review Your Financial Plans

• Strengthen Your Retirement Strategy
• Become A Dividend Focused Investor
• Benefit from Tax Law Changes
• Improve Your Financial Results

Free Consultation Offer

Get a second opinion, ask questions, and learn how to:

Gregg Pacitti CFP®

Founder, Financial Planner

With Us!

Why Take Advantage Of A Free Consultation?

We are goal-oriented, results-minded, and faith-driven. Locally owned and operated.

We offer a team-approach and can cover all areas of your finances, including taxes and accounting

We have years of experience helping people invest smarter, lower taxes, and maximize retirement income

When was the last time your financial plan was updated?

We help design and implement your personal financial plan

Our team will work with you to assess your current financial situation, identify your priorities, and develop a personalized plan. From there, we will turn plans into action. As your needs and circumstances change our team will be there to provide trusted advice you can depend on.

We help manage the "big picture" of all your finances

We help you stay organized and up to date on your entire net worth. Track your investments and your progress. As policies, tax laws, and financial markets change, we help you navigate through it all.

Take Advantage of Our Free Second Opinion Offer

Schedule a Complimentary Meeting with a CFP®

All personal information is kept confidential and NEVER shared.

Client Testimonials

Megan O - Client

Our best decision was reaching out to you for help. We talked about it for entirely too long, and once we did, it was a huge weight off our minds!

George S - Client

Deciding to invest with ranch capital has been a great decision for my future goals both short and long term.

Testimonials and/or Endorsements may not be representative of the experience of others and do not guarantee future performance or success; no compensation was exchanged for these recognitions.

The Ranch Cap Difference

Helping people manage their finances, investments, and taxes is our passion.

Transparent

Pricing

Customized

Advice

Fiduciary

Standard

Collaborative

Team-Approach

Client Testimonials

Gregg helped us to not only map our financial strategy, but helped us understand how it was impacting our future. Honest, straightforward and thorough. Thank you

Pat C - Client

Great Company that provides great financial services at a reasonable price. Trusts, retirement planning, life insurance, college savings plans and so on. They make the complicated stuff easy!

Lawrence U - Client

Testimonials and/or Endorsements may not be representative of the experience of others and do not guarantee future performance or success; no compensation was exchanged for these recognitions.

Complimentary Consultation Process:

Step 1

Click the "Schedule My Consultation" button and we will reach out to set a time to meet

Step 2

Meet by Zoom or at our office and share with us your story and tell us about the goals

Step 3

We will provide you a written analysis of our observations and discuss options for working together.

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."

Think About It!

We'd love to meet with you.

or call (941) 462-2666

www.ranchcap.com

www.ranchcap.com

941-462-2666

Schedule your complimentary consultation

All personal information is kept confidential and NEVER shared.

• © 2023 Ranch Capital Advisors, Inc. All Rights Reserved |4910 Lakewood Ranch Blvd N #130 Sarasota, FL, 34240 941-462-2666
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• Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security. Past performance is not a guarantee of future results. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Tax or legal matters should be discussed with the appropriate professional. Dividends are not guaranteed and are determined by the board of directors. Investment Advisory Services offered through Ranch Capital Advisors, Inc. Securities offered through APW Capital, Inc., member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211
• Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site. As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly), and investment recommendations will not always be profitable.