Our Firm
Wealth Management Advisers is a Financial Services Firm serving the needs of high-net-worth clients in the areas of investment strategies, retirement planning, tax strategies, estate planning, insurance, and business continuation programs. In addition, as financial advisers with Centaurus Financial Inc., we also offer financial planning and investment advisory services.
We focus on your goals and objectives and help you to design and implement systems to accomplish them. Our clients will call on us to pre-plan a variety of financial goals. These goals range from minimizing and/or eliminating taxes, to what is the best way to take distributions from IRA/Pension plans or how to best provide for their grandchildren's education. Since each client's facts and circumstances are different, we custom design a variety of alternatives for you to select and implement. We coordinate with your CPA and/or attorney and seamlessly integrate each segment of the plan. We help design “simple to understand and easy to implement” solutions for what seems to be complex problems.
We strive to be best in class and references will be gladly provided upon request! Here are some of the issues we have solved for our clients.
- Investment Questions
- Retirement Questions
- Business Continuation Questions
- Tax Strategies and Estate Planning Questions
- Insurance Questions
For details on each of those areas, please go to the Services area of our site.
*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. Registered products include, variable life insurance, variable annuities, and mutual fund and are sold by a prospectus. Request a prospectus from your registered representative and read it carefully before you invest or send money.