Financial Planning With Care
Who We Are
Most people don’t have the time, knowledge, discipline, or desire to manage and grow their wealth. We want to know what’s happening in your financial life right now – life changes, grandkids, worry about outliving your money. If it’s happening in your life, it should be in your financial plan. Our goal is to help you relax, give you confidence, and create peace of mind, knowing that you’re on the right track to meet your goals. This process begins by us understanding you and what services (income planning, wealth management, understanding taxation, Medicare & long-term needs, and legacy & estate planning) will best serve you.
Our Mission
We want you to be comfortable opening up and sharing your true concerns so that we can answer your important questions and help you make sound financial decisions.
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Meet the Advisor
Dan Pecoraro
Founder/ Fiduciary Advisor
Dan Pecoraro
Senior Wealth Strategist | 30 Years of Fiduciary Excellence
Experience is the ultimate edge. With 30 years of fiduciary experience, Dan Pecoraro has navigated three decades of market volatility, technological shifts, and economic cycles. At 111 Wealth Group, Dan combines this deep-rooted wisdom with a modern, tactical mindset he describes as being “just dangerous enough.” To Dan, that means having the veteran insight to see through market noise and the boldness to act with conviction when others are hesitant. He doesn’t just manage wealth; he architecturally builds it, providing his clients with exclusive access to top-tier institutional money managers while simultaneously running customized, in-house portfolios designed for precision and performance.
The Fiduciary Standard of Strategy
Dan’s approach is built on three unwavering pillars: Tax Elimination, Income Planning, and Absolute Transparency. He believes that a client’s “net” result is the only number that matters, which is why he focuses relentlessly on strategies that minimize tax friction and maximize spendable retirement income.
Why Clients Partner with Dan:
- Institutional Access: Bringing the power of world-class money managers to individual portfolios.
- Customized In-House Management: Bespoke portfolio construction that reacts to real-time market opportunities.
- Radical Transparency: Clear, direct communication that strips away financial jargon to reveal the truth of the strategy.
- A Lifetime of Advocacy: Three decades of putting the client’s best interest first as a sworn fiduciary.
Beyond the numbers, Dan is a straight-talker who values the human side of the “Wealth” in 111 Wealth Group. He knows that behind every portfolio is a family, a legacy, and a dream. His mission is to defend those dreams with the strength of a bull and the seasoned strategy of a thirty-year financial planning veteran.
Core Specializations
- Tax Elimination Strategies: Keeping your wealth in your pocket, not the government’s.
- Income Planning: Turning accumulated assets into a reliable, lifelong paycheck.
- Holistic Financial Planning: Mapping every variable from college funding to estate legacy.
