Professional wealth management services

by Tony Novak, MBA, MT, OnlineAdviser at Freedom Benefits, last updated on 12/1/2011

This article is meant as an introduction to professional wealth management services. Wealth management services are typically delivered through a 'team approach' of several advisers and include:

Investment management expertise of a Registered Investment Adviser
Independent, non-commissioned financial planning advice as needed
Real estate expertise and services
Tax return preparation
Insurance services in all states
Financial planning focusing on the following five areas of practice:
1. Compensation planning

2. Tax planning

3. Executive Benefit Plans

4. Health care planning

5. Utilizing technology to manage finances with greater efficiency

The overall goal of a wealth management service is to provide a more personalized and streamlined management system than is otherwise available though the retail financial services industry.

Tony Novak is a member of the Pennsylvania Institute of Certified Public Accountants, the New Jersey Society of Certified Public Accountants and an accredited member of the Better Business Bureau.

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reviewing tax returns with lingering questions
improving personal and small business accounting
tax planning strategies
managing health care expenses and insurance
special needs planning
revamping stalled retirement plans
providing benefits to employees
negotiating executive benefits

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