Pre-Retirees
Shape your ideal retirement with a plan that flows with your dreams.
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Business Owners
Nurture your potential with a strategy that supports your growth and future.
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Entrepreneurs
Foster your business growth and navigate the financial terrain with steady guidance.
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High-net Worth Families
Secure your family’s future with thoughtful planning and guidance.
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Next-gen builders
Cultivate a strong financial foundation for the future you envision.
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Professional athletes
Protect your achievements and transition into a prosperous new phase.
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PAX Health 401(k) with Tomoro
Retirement Planning Support for Employees
Your PAX Health 401(k), guided by Tomoro
You have a powerful retirement benefit through PAX Health. Tomoro is here to help you understand it, use it, and connect it to your bigger financial goals.
Independent guidance
Tomoro is a registered investment advisory firm. Our job is to act in your best interest and provide advice that puts your goals first.
Plan oversight
We help manage the investment lineup, review fees and plan design, and work with PAX Health to keep the plan aligned with best practices.
Personal support
You are not on your own. You can speak directly with a Tomoro advisor about your 401(k) and your broader financial life.
A dedicated partner for PAX Health employees
PAX Health chose Tomoro to serve as your fiduciary advisor for the 401(k) plan.
We are responsible for monitoring investments in the plan, helping keep it compliant, and giving you clear guidance so you can make informed decisions with confidence. PAX Health’s dedicated Wealth Advisor is Matthew Santarsiero, CFP®, AIF®.
Schedule a 1 to 1 with Matt
Prefer email or phone? Contact Matt at msantarsiero@tomoronow.com or (732) 528-2231
Meet Matthew Santarsiero, CFP®, AIF®
You can talk with Matt about:
- How much to contribute to your 401(k)
- Which investments may be appropriate given your age and risk tolerance
- How your PAX Health benefits fit into your broader financial life
- Questions about retirement readiness and long term planning
Email: msantarsiero@tomoronow.com
Phone: (732) 528-2231
Schedule a 1 to 1
Learn practical cash flow planning with CURRENCE
As part of PAX Health’s partnership with Tomoro, you will also be introduced to a personal financial management class led by Tomoro’s David Mozeika. The session focuses on cash flow planning and uses the CURRENCE fintech platform to help you see where your money goes, set priorities, and create a plan you can actually follow.