Updated:
Pascack Capital
Grosso launched Pascack Capital in 2022 concurrently with the Arlington, Virginia registration, while maintaining a professional presence in Montclair, New...
Pascack Capital
Grosso launched Pascack Capital in 2022 concurrently with the Arlington, Virginia registration, while maintaining a professional presence in Montclair, New Jersey. The practice targets women aged 50 and older who are either single or the lead financial decision-maker in their household, a client segment that Grosso himself has stated is underserved by a financial advisory industry historically built around male relationships. His CERTIFIED FINANCIAL PLANNER® designation anchors the firm's fiduciary posture. The firm's strategy centers on three service lanes: retirement income planning, tax-aware investment management, and portfolio rationalization for clients transitioning out of workplace accumulation or carrying concentrated stock positions. No dedicated venture, private equity, or real-asset sleeves appear in the disclosed offering. Instead, Grosso emphasizes low-cost, transparent investment vehicles — an approach illustrated by a representative client engagement that replaced high-cost products and individual equities with a simplified, risk-aligned portfolio, while incorporating Qualified Charitable Distributions from IRAs to meet philanthropic goals in a tax-efficient manner. The firm conducts engagements entirely remotely, serving clients across the United States without a geographic concentration. As a solo practitioner, Grosso runs all investment and planning decisions without a disclosed investment committee or external advisory board. The firm currently publishes no headcount beyond the founder and operates no satellite offices outside Montclair. In 2019, Grosso founded the Joanne Grosso Foundation, a nonprofit using performing-arts programming to support individuals affected by cancer; this philanthropic vehicle remains legally separate from the RIA. No adjacent club memberships or co-investor networks are disclosed. Pascack Capital's structural differentiator is its solitary focus on a deliberately narrow client profile — women 50 plus — and its wholly remote, fee-only fiduciary model that removes product-sales conflicts. The firm exists as a single-advisor RIA with no disclosed succession plan, meaning its continuity rests entirely on Vincent Grosso's professional capacity. This concentrated architecture allows personalized service but concentrates key-person risk to a degree that distinguishes it from multi-advisor or multi-family-office platforms.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Arlington
Corporate office
Arlington, VA, United States
Additional offices
Montclair, NJ
Principals
Vincent Grosso
Founder, CFP®
Sector focus
Frequently asked questions
Who runs investment decisions at Pascack Capital?
Vincent Grosso, a CERTIFIED FINANCIAL PLANNER® and the firm's founder, is the sole decision-maker for all investment management and financial planning. The firm operates as a solo-advisor RIA, meaning there is no investment committee, external advisory board, or junior investment staff listed in public disclosures. Clients work directly with Grosso, who constructs and monitors portfolios.
What type of client does Pascack Capital primarily serve?
The firm explicitly focuses on women aged 50 and older who are approaching or in retirement and have roughly $1 million or more in investable assets. The practice prioritizes clients who are single or function as the primary financial decision-maker in their household. This narrow demographic focus is the firm's defining characteristic.
Does Pascack Capital provide tax planning and preparation?
The firm incorporates tax strategies into its retirement planning process — including analysis of tax implications of portfolio changes and the use of Qualified Charitable Distributions from IRAs — but it does not explicitly advertise in-house tax return preparation. Based on the published service descriptions, the tax work is advisory and integrated into investment management rather than a stand-alone CPA offering.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: