Our Services

At Professional Wealth Associates, we begin by walking our clients through a step-by-step process to identify life's milestones, the financial goals that accompany them, and tolerance for risk.  This process, combined with the information and education our clients receive, helps them to feel confident in their decisions as we craft a customized and comprehensive financial plan designed to help attain their goals.

Once a client's goals and risk tolerance have been established, we customize appropriate strategies to help them navigate towards their vision and objectives.  At Professional Wealth Associates, comprehensive financial planning can include but is not limited to the following areas:

For Individuals:

  • Retirement Savings Strategies
  • Investment Management
  • Tax Favored Strategies
  • Pension Distribution Planning
  • Social Security Benefit Strategies
  • Employer Sponsored Plan Rollovers
  • Insurance Planning & Annuities
  • Long Term Care & Disability Planning
  • Estate & Elder Care Planning
  • Education Savings Plans
  • 1031 Exchanges - Low Basis Real Estate

For Businesses:

  • Company Sponsored Retirement Plans
  • Succession Planning & Business Continuation
  • Executive Benefit Plans
  • Group Employee Benefit Plans
  • Employee Section 125 Plans
  • Payroll Tax Reduction Plans
  • Captive Insurance
  • 412E3 Plans
  • Medical Cost Sharing Communities (MCSC)
  • Retrictive Property Trusts
  • Medical Stop Loss

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@pwa-inc.com |  (516) 997-6008