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The more complex your financial situation, the more you may need the services of Gorenstein Wealth Management. Where you are selling a business and are faced with complicated decisions regarding tax, legal and financial management, we can handle these issues.
If you are looking to build generational continuity using family trusts, philanthropy, and estate planning, our team would allow you to address all those challenges and more.
The Gorenstein Wealth Management is the ideal solution for obtaining complete financial management from a highly qualified dedicated team of professionals.
We have developed a sound- customized approach to investment management built on many years of experience with high net worth and family office client portfolio management which gives you access to world-class strategies that combine to complement risk-adjusted returns.
We have a depth of tax and financial planning knowledge and can bring this to your portfolio to ensure its most tax effective management. And we are a small boutique firm so we can provide you a highly customized approach and you will work with the same small team of advisors who know all aspects of your financial situation.