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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
There’s a link between debt and stress.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
When you’re married and have children, insurance needs will be different.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Good employee health can be great for the company’s bottom line.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Do you know these three personal finance sayings?
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In the world of finance, the effects of the "confidence gap" can be especially apparent.