Partners in Wealth Management
The Exler Wealth Management Group can develop strategies to invest your retirement savings in a tax efficient manner for those retired or soon to be retired. Alternatively if you are a professional or business owner looking for long term growth, a detailed plan will be developed based on key investment strategies with respect to risk tolerance and growth objectives. We also have extensive experience in managing the financial assets of Foundations, and other non-profit organizations.
As wealth managers, the team takes a client-centric approach to all aspects of your financial situation, which encompasses investment, insurance, and tax and estate planning needs. We work closely with other professional advisors including accountants, lawyers and insurance specialists and can recommend those that are highly qualified and best suited to your needs.
Please contact us if you'd like a complimentary review of your existing financial portfolio.