Our Services

At Asset & Wealth Management, our Partners and Associates serve individuals and businesses in many areas of planning, including:

• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.*

• Tax management - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.*

• Estate planning -  Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.**

• Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. With access to over two hundred of the most highly rated companies we specialize in life, health, disability and long-term care insurance planning.**

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.*

• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles in order to help you reach your financial goals.* 

• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.**


*   Securities offered through American Portfolios Financial Services, Inc./ Financial  Planning through American Portfolios Advisors, Inc.

** Insurance Planning through Asset and Wealth Management Group, LLC.