Wealth Management Planning

Wealth management can mean different things to different people. Services include investment advice, portfolio management, tax planning, asset protection, and estate planning to name a few. At Epstein & White, Now Proudly Part of Mercer Advisors we feel that in order to truly manage your wealth each of these components needs to be analyzed, and more importantly they need to be integrated and comprehensive with each other to meet all of your goals.

AS FIDUCIARY, INDEPENDENT FINANCIAL ADVISORS, AT EPSTEIN & WHITE, NOW PROUDLY PART OF MERCER ADVISORS, OUR GOAL IS TO HELP YOU DEFINE AND PLAN FOR YOUR LIFE GOALS AND RETIREMENT ABOVE ALL ELSE. EPSTEIN & WHITE CAN HELP YOU STRATEGIZE FOR THE FOLLOWING SERVICES:

• Retirement Income Strategies
• Wealth Accumulation
• Asset Protection
• Social Security Planning
• Investment Advisory Solutions
• Life Insurance
• Tax Minimization Strategies
• Long-Term Care Strategies
• IRA & 401(k) Rollovers*

However, we do not ask clients to give up existing advisory relationships. Instead, we will work with trusted CPAs, attorneys, etc. to recommend strategies that best address your stated needs.

AT EPSTEIN & WHITE, NOW PROUDLY PART OF MERCER ADVISORS, WE CAN REFER YOU FOR THE FOLLOWING SERVICES:

• Trusts
• Probate avoidance
• Charitable Giving
• Estate Planning
• Tax Planning
• IRA Legacy Planning

Our insurance professional and Registered Investment Advisor/ Representative is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.