Your Wealth Management Solutions professionals offer targeted expertise:

• Retirement: People transitioning to retirement within 2 years, who will be looking for assistance in projecting cash flow needs and finding investments that meet their income requirements. At this stage portfolios need to be specially designed to meet upcoming income needs. Dana Anspach works exclusively with retirees.

• Corporate Executives: Executives with complex benefit packages, company stock options and tax planning needs. David Rosenthal has extensive experience working with C-level executives of Fortune 500 companies.

• Business Owners: Small business owners and self-employed professionals who need objective advice to help them balance personal and business planning issues and set up the appropriate employee retirement plans.

• Portfolio Management: A structured investment management process is used to build custom portfolios. Low cost index funds, ETF's,  institutional funds and closed-end finds  are used to implement the appropriate investment strategy.

Our "typical client" needs advice and guidance on existing investments in excess of $500,000.

Additional information on our planning services