Senior Wealth Management, LLC is a full service financial firm specializing in multi-generation financial planning and institutional investment management. We assist families and institutions in accumulating, preserving and distributing wealth through our
3 Key Principles:
1) Clients First: We are here for you. Our firm is dedicated to regularly scheduled, open channels of communication and we work with you constantly to ensure optimal results. Our goal is not just to take care of your financial needs; we want you to become an informed, empowered client. We enjoy taking the time to educate, discuss, and evaluate together with you...so give us a call!
2) Comprehensive Planning: Our professionals design custom portfolios and assign specialized management strategies for each individual client. We recognize that each client has unique situations and desires. We ensure that you are given what YOU need...and not some cookie-cutter solution.
3) Credentials: We recognize the crucial importance of constant educational development, especially in a continuously evolving industry, and make sure that these benefits are passed on to you. From Certified Senior Advisor (CSA) to accredited portfolio strategist to specialized insurance to multi-lingual services, our people are willing and able to address those issues that are important to you!
Here you will find the comprehensive financial and investment service just for you. We offer fee-based, commission-free, asset management services and have access to specialized attorneys and accountants for custom, individualized advice.
Please spend some time with us and learn not only about all our comprehensive services, but access our learning library to become an informed and empowered client.
We look forward to earning your trust and becoming the first place you think of when you need comprehensive financial guidance.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Do you have an estate strategy? You should.
Do you know where the idea of “retirement” comes from?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Military families face unique challenges, making personal finance even more critical.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
Even low inflation rates can pose a threat to investment returns.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Do you have causes that you want to support with donations? Here are three tips.
What is your plan for health care during retirement?