Personal Wealth Advisors

  • Managing personal and family wealth can be a daunting task. Tax exposure, investment and business risk, and a multitude of other uncertainties can present significant stumbling blocks. At EisnerAmper, our professionals are focused on the issues that need to be faced today to work toward a successful tomorrow.

    Our approach is to help you ensure that all facets of protecting, preserving, and improving your financial status are addressed using an integrated process. We employ an independent and objective fee-based process to understand your unique goals, assess your current and forecasted balance sheet and cash flow components, and construct a plan that helps you meet your objectives. With our multi-disciplinary accounting, audit, tax and investment advisory service capabilities, we utilize our resources to serve your business and personal investment needs. 

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EisnerAmper is an independent member of Allinial Global.