Our Services

Guidance towards a wealthier life

Our priority is to successfully guide you toward your life’s goals. Always planning ahead, we work to build a long-term strategy that is personalized to your unique circumstances and will evolve with whatever life throws your way.

Financial planning

Financial planning

Follow your personal roadmap

We create a comprehensive roadmap to help provide financial security for you and your family. We translate your personal priorities into goals such as retirement funding, purchasing real estate, education, charitable causes, and wealth transfer. Then we create and implement a plan to help you pursue your goals.

Wealth management

We’ll help you grow and protect your wealth with tailored strategies that focus on what’s important to you and the needs of your family or business. We will review every facet of your financial picture to develop a comprehensive wealth management plan that addresses your key objectives.

Manage investments<br/>

Manage investments

Ensure you have a plan in case of unexpected illness, or premature death.

Optimize tax strategy

Optimize tax strategy

Collaborating with your CPA, we’ll examine your goals and help you maximize cash flow and minimize taxes.

Protect your legacy

Protect your legacy

Develop an effective estate plan to protect your legacy for you, your family, and future generations.

Manage risk

Manage risk

We will assess your situation and make sure you have all the right protection in place.

Retirement planning

Retirement planning

Pursue your desired retirement lifestyle

We serve honest, hard-working clients who have built their wealth by faithfully setting aside their savings over the years. Adam Spiegelman specializes in all aspects of the retirement planning process such as Social Security, Medicare options, investment strategies, pension plan elections, retirement account distribution strategies, long-term care insurance planning, and the Affordable Care Act.

Goal planning

Pursue your most important goals

Proper financial and retirement planning starts with goal setting—including short and long-term goals. Key short-term goals include setting a budget, reducing debt, and starting an emergency fund. Medium-term goals should include key insurance policies, and long-term goals need to be focused on your retirement. We will help you create, review, and update your financial goals. Then we’ll monitor your progress along the way to help you achieve your objectives.

Generational wealth planning

It’s important to have a plan in place to successfully transfer your assets, property, or business to your intended heirs when the time comes. Let us help make this transition as seamless as possible.

Manage investments<br/>

Estate planning

Create a master plan for the management of your assets and property during life, and the distribution of your property at death.

Our History

Wills and trusts

We’ll review wills and trusts, establish beneficiary designations, and help reduce your exposure to estate taxes and probate costs.

Coordinating with your tax and legal advisors we will create a generational wealth planning strategy that seeks to empower your legacy for generations to come.

Do we sound like the partner for you?

If you're looking for a hands-off wealth manager, who does nothing but crunching numbers before working on their golf game the rest of the afternoon, that's not us. We treat clients like family. You'll always recognize the voice that answers the phone and the name signing off on an e-mail. If you want a wealth manager that understands you and your goals for life, then contact us today.

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