EisnerAmper Wealth Management & Corporate Benefits is the Wealth Management arm of EisnerAmper LLP. The goal of our group is to help our clients see beyond their immediate financial concerns to achieve a greater vision. A vision of how you can use wealth to bring more fulfillment and security to your life, for you and your family. We do this through extensive financial planning utilizing our Advocacy Process™.
Working side-by-side with the professionals at EisnerAmper, EisnerAmper Wealth Management Corporate Benefits integrates the tax and financial planning which is needed under most circumstances. The EisnerAmper team, consists of CPAs, Certified Financial PlannerTM Certificants (CFP's), Charted Life Underwriters and Chartered Financial Consultants to provide services in the following areas:
- Retirement Plan Consulting
- Defined contribution plans, including 401(k) plans*
- Defined benefit plans*
- Corporate Benefit Plan Design
- Life Insurance Planning
- Disability Insurance Planning
- Long Term Care
- Estate Planning
- Group Health Insurance Brokerage
- Business Succession Planning
- Executive Benefit Consulting
- Non-qualified Plans*
- Insurance and Investment Product Research*
- Investment Advisory Services**
Our consultative approach enables us to thoroughly analyze and evaluate each client’s unique situation. This approach enables us to provide our clients with custom-designed benefit programs that truly meet their needs. Please call us at 732.287.1000 if you have any questions.
*Securities offered through Comprehensive Asset Management & Servicing, Inc. (CAMAS), Member FINRA/SIPC.
**Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC. EisnerAmper Wealth Management & Corporate Benefits, LLC and CAMAS are unaffiliated.
Marc Scudillo, 908.429.0025, www.eisneramperwmcb.com
Marc Scudillo is securities licensed in FL, NJ, NY & PA. He is insurance licensed in NJ & NY and is licensed to perform advisory services in NJ.
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