EisnerAmper Wealth Management and Corporate Benefits
At EisnerAmper Wealth Management & Corporate Benefits (WMCB), our mission is to help clients navigate the risks and opportunities of a fulfilling financial life. We work with a diverse clientele including high net worth private business owners and families, corporate fiduciaries, as well as divorcees and widows through our Women in Transition practice. Our team of collaborative and experienced specialists inspire trust and confidence through a clear, educational, and continually evolving process, one built for each life phase of the families and businesses we serve.
We understand that financial planning is more productive and meaningful when it is a collaborative effort between the wealth advisor and client. Our wealth advisors take clients through an eight-step interactive Advocacy Management Process™ created to make finances more personal and less intimidating. This process integrates investment management, estate planning and asset protection with a coordinated focus on tax efficiency.
Our specialists engage clients in the planning process as active participants, educating them throughout so that they are more confident about the outcomes and impacts of their decisions. Once a plan and roadmap have been jointly created, our FinLife Partner Technology™ provides clients a customized portal with on-demand access, day or night, to a progress status of the goals they indicated are most important to them.
Whether asset management, risk management or corporate benefits, our team of specialists can address a range of needs. We bring together the appropriate team to accomplish our client’s individual and corporate visions and goals.