Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


Mike and Keri S.

Four years ago, Mike and Keri S. attended a presentation given by Irene Vassalo on retirement planning. They were impressed by her knowledge of the retirement planning process and equally struck by her understanding of the challenges people can face when contemplating retirement after years of hard work...

Read Mike & Keri's full testimonial  



Gopal P.

Gopal P. has been a client of IG with Vassalo & Associates for one year. Following a long career as a sales and marketing executive in the food service and hospitality industry where working under pressure was often part of the job, Gopal was quickly impressed with Irene’s natural, empathetic approach to building relationships with people...

Read Gopal's full testimonial  


Kathryn W.

Kathryn W. has been a client of IG with Vassalo & Associates for seven years that have seen her face several challenging life changes – including a costly separation, debilitating cancer treatments, eldercare, a car accident and the time and effort required to revise her business model...

Read Kathryn's full testimonial  


Pete B.

Pete B. has been a client of IG with Vassalo & Associates for three years. “Working with Irene and her team has brought me peace of mind and confidence in my financial future,” says Pete, a recent retiree. “She is professional, reliable and shows real empathy for her clients”...

Read Pete's full testimonial  


Patricia W.

Patricia W. uses the term, “gold standard” to describe the level of service she has received from Irene Vassalo and her team since becoming a client four years ago.
“Irene is very proactive when it comes to helping me with my financial affairs,” says Patricia...

Read Patricia's full testimonial  


Sylvia & Gerry C.

Twenty years ago, Gerry C. was shopping at a local mall when he noticed Irene Vassalo standing behind Vassalo & Associates information table chatting with passersby about their financial goals...

Read Sylvia & Gerry's full testimonial