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EisnerAmper Wealth Management

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EisnerAmper Wealth Management

Mission statement:

“Our mission is to help our clients navigate through the risks and opportunities in achieving their life and corporate goals.”

“We foster an environment to inspire trust and confidence through all facets of the services we provide.”

Overview:

We provide individual clients with a full range of financial planning solutions customized to meet their individual needs. Our Wealth Management Team provides clients with a coordinated, comprehensive planning solution that integrates investment management, estate planning and asset protection with tax efficiency to achieve the most optimal solution to achieving their life goals.

For those clients that own businesses, our team of specialized consultants perform a detailed review of your group benefit plans: insurance, health, executive benefit as well as qualified and non qualified retirement plans; to determine the integrated benefit arrangement that optimizes coverage for dollars spent. The teams independent review process provides EAWMCB clients with the information they need to enhance their coverage, employee satisfaction and compliance objectives.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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