Pandora Wealth Inc.

Overview

Pandora Wealth Inc. is a private investment firm based in Oakbrook Terrace, Illinois, specializing in wealth management and investment advisory services. The firm offers a range of services, including investment management, tax planning, estate planning, retirement planning, and insurance evaluation. Their client base comprises individual investors, both high net worth and non-high net worth, as well as select corporate clients. The firm's investment strategy emphasizes personalized portfolio construction, comprehensive financial planning, and client education, aiming to deliver disciplined, long-term asset growth tailored to each client's risk tolerance and financial goals. Pandora Wealth Inc. does not serve pooled investment vehicles, mutual funds, or large institutions, focusing instead on the needs of individuals and select corporate clients. As of June 30, 2025, the firm reported assets under management of approximately $205 million, with a portfolio comprising 298 holdings. Their investment approach reflects a fiduciary duty to act in the best interest of their clients, ensuring transparency and alignment with client objectives. The firm's leadership includes CEO Stephen Greco, who brings over two decades of experience in the financial services industry, and Director of Operations Geneva Malagutti, who ensures the firm's operations run smoothly and efficiently. Other key team members include Managing Directors Sergio De La Torre and David Tsow, who lead the firm's offices in Atlanta and San Diego, respectively, and Wealth Management Associate Nick Owens, who works closely with clients and advisors to meet their wealth management needs. The firm's commitment to personalized service and fiduciary responsibility underscores its dedication to helping clients achieve lasting financial success.

Investment Focus

• Accredited investor status required
• Alignment with client's financial goals and risk tolerance

Portfolio Companies