Shusterman Wealth Management

Shusterman Wealth Management provides financial planning services* for families and businesses. Our services include investment portfolio management, retirement accumulation and estate planning. Our firm's objective is to deliver comprehensive and customized financial advice and to work with you to implement that advice. As a financial fiduciary, we consistently think and act in the best interest of our clients. We measure our success through the success of our clients in achieving their financial goals, realizing that success means different things to different people. Your financial goals are shaped by your individual character, your family's needs, the specific vision you have of your future and the legacy you hope to leave. At Shusterman Wealth, we understand this and build a plan around you.