PRIVATE CLIENT SERVICES

Investment advisory products and services offered through AXA Advisors, LLC.

CREATIVE PLANNING

Each client has a unique set of goals, circumstances, and resources. Planning is an Art and a Science – creative planning requires a deep understanding of all the financial tools available and developing customized strategies to apply the right strategies to each client’s unique situation.

INVESTMENT MANAGEMENT

Do you truly know what you want from your investments? If so, do you know what it will take to get there?

Our breadth of product and service offerings enables you to pursue a broad spectrum of investment objectives, including long-term growth of capital and current income. Our professionals have the knowledge to help guide you through the process of selecting an investment strategy; one that not only is in line with your objectives, but that you can be comfortable with along the way. We can help you understand the trade-offs between different strategies, and how they can affect the success of your long-term plan.

ESTATE PLANNING STRATEGIES

How do you sustain wealth over multiple generations? How do you unite a family around a shared vision of what wealth means, what it is supposed to accomplish? How can you help to ensure that what you leave to future generations is used responsibly?

We can help answer these questions and the many others that come up when you start truthfully thinking about estate planning strategies. We work closely with you to understand what questions can and should be asked, and collaborate with your attorneys and tax advisors to develop long-term plan controlled gifting, continued accumulation of family assets, and the tax-efficient transfer of wealth.

FEE-BASED FINANCIAL PLANNING

Are you looking for independent advice, with a custom-tailored plan specific to your ever-changing needs? Fee-based financial planning will take you through a comprehensive discovery process, exploring your current situation and your goals, to develop a detailed financial plan that we track and monitor online and help you adjust as your needs change.

Insurance Strategies

The right use of a well-designed insurance strategy can help accumulate and protect wealth for both family and business needs. While most of us don’t want to talk with the people we love about the big issues like aging, money and health until a tragedy prompts the discussion, we know waiting can be very risky. We can determine what type of insurance products are right for you and your goals, and develop a strategy that will help you optimize your options.

Insurance Portfolio Review

What is the strength of your carrier? Do you have the proper owner and beneficiary rights? Do you have the appropriate amounts of coverage?

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC, in Utah, AXA Network Insurance Agency of Utah, LLC, and in Puerto Rico as AXA Network of Puerto Rico, Inc. AXA Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Wealth Management Strategies is not a registered investment advisor and is not owned or operated by AXA Advisors or its affiliates.

PPG-144565 (4/19) (Exp. 4/23)

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