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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.

Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Interested in a Fuel Efficient Car?

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

 

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

7 Father’s Day Financial Hacks for Dads

From diapers to vacations to groceries, emergency trips to the doctor and more, planning for your financial future is some superhero-level stuff when it comes to family finances.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Whole Life Insurance Can Be an Asset For Balance

Learn how you can create a balance between growth and stability with whole life insurance.

Valuing Your Work as a Stay-at-Home Parent

It's important to insure the life of a stay-at-home parent to protect the value they bring to the family.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Surprises

Making the most of surprises is a great reason to work with us.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Video: A Time to be Thankful

This Thanksgiving, replace internal fears with external gratitude.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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