Senior Wealth Management, LLC is a full service financial firm specializing in multi-generationfinancial 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.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A quick look at how federal income taxes work.
Five strategies for managing your student debt.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.