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Our Firm

Senior Wealth Management, LLC is a 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: Education, education, education. Our people are some of the most educated, intelligent people in the industry. 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 Advisors to specialized insurance to multi-lingual services, our people are willing and able to assist you.