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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn about the latest sport to sweep the nation with this informative article.
A change in your mindset during retirement may drive changes to your portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It sounds simple, but paying yourself first can really pay off.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.