Building TOGETHER: Today, Tomorrow, and Into the Future
For nearly 25 years, Private Wealth Management & Consulting – along with our affiliates – has been working with individuals, executives and business owners who seek to take advantage of our expertise and top-notch service. Our representatives use their extensive personal and professional experience in all areas of financial planning to assist you with all your financial needs.
Offering a wide range of financial products and comprehensive services to individuals and business owners, we are dedicated to helping our clients build wealth and preserve their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company or any proprietary product. We have established solid working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can best be tailored to suit our clients' unique needs.
Let Us Assist with Any of the Following Needs
Retirement Planning: Making the most of your employer-sponsored retirement plans and determining how much you need to retire comfortably.
Tax Management: Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Investment Management: Determining the diversification needs for your portfolio. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles designed to help you reach and exceed your goals.
Estate Planning: Reviewing your wills and trusts to make sure your portfolio is aligned with your goals. Helping preserve your estate for your heirs by reducing your financial exposure to taxes and probate costs. Helping with beneficiary designations, and coordinating with your tax and legal advisors.
Risk Management: Reviewing existing insurance policies, and making sure you have the appropriate coverage in place, recommending policy changes if needed. Finding a suitable policy for your situation.
Education Funding: Recommending investment and accumulation strategies to help build and provide the funds to pay for your children's (and/or grandchildren's) education.
Employee and Executive Benefits: Helping your business attract and retain qualified employees through benefits packages.
Give us a call today -- we are committed to helping you in your journey to reach for your financial goals and dreams.