WHAT WE DO:
It depends on where you are. Often, we are asked to address an urgent and clear financial need from business owners and private clients. In this capacity, we function as business financial consultants and financial planners. At other times, clients look to us for our exclusive FWM Combined Plan designed to enhance retirement and tax benefits and to receive maximum tax deductibility at the lowest possible plan cost. In this capacity, we function as plan designers, plan administrators, and plan advisors.
HOW WE DO WHAT WE DO:
We listen to you, gather data, and through our formative process we design a targeted custom investment portfolio, estate plan, or an employee plan that with the addition of Aggregated Incidental Benefits allows us to increase the maximum pension contribution up to 133% of the otherwise maximum contribution. We apply the disciplines of our profession to generate an analytically determined direction as well as an intuitive one for your purposes and goals.
WHY WE DO WHAT WE DO:
We have over 75 years of collective expertise in helping business owners and private investors to realize their full potential and save taxes with an uncommon passion for tackling the American
Retirement Debacle (see the PBS Video link on “Our Company” website). Each of us plays an essential role with the benefit of discernment and schooled judgment and with an unparalleled commitment to providing the highest fiduciary standards and quality of workmanship.
Company Details
- Founded
- -
- Address
- 1201 Broadway, Suite 803, New York,ny 10001,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Pension Planning, Tax Planning, Investment Planning, Business Planning, Financial Planning, and Banking, Credit, Lending.
- HQ
- New York, NY
- Competitors
- Mint Financial Solutions.
Finex Wealth Management Questions
Finex Wealth Management's LinkedIn profile is https://www.linkedin.com/company/finex-wealth-management
Finex Wealth Management's industry is
Financial Services
Finex Wealth Management's top competitors are
Mint Financial Solutions.
Finex Wealth Management's categories are Financial Services
Finex Wealth Management's founding year is 2008
