Financial Services We Offer

New Client Requirement

Our wealth management services* are designed to provide the greatest benefit
to clients with investment assets of at least $300,000.

Shusterman Wealth Management provides financial planning services* for families and businesses. Our services include investment portfolio management, retirement accumulation and estate planning. Our firm's objective is to deliver comprehensive and customized financial advice and to work with you to implement that advice.

As a financial fiduciary, we consistently think and act in the best interest of our clients. We measure our success through the success of our clients in achieving their financial goals, realizing that success means different things to different people. Your financial goals are shaped by your individual character, your family's needs, the specific vision you have of your future and the legacy you hope to leave. At Shusterman Wealth, we understand this and build a plan around you.

Our services include:

  • Personal Values Based Counseling to help ensure that your heart and wallet are on the same track, we coach you through a process to help you set your priorities and understand what is most important to you in your life.
  • Professional Specialized Advice on issues of sudden wealth, wealth management, socially responsible investing, retirement asset transfers and retirement distributions. We provide a depth of knowledge in taxation, estate planning, investments and offer the coaching skills to successfully guide clients to implement smart choices about wealth and wealth transfer.
  • Money Management Services to help ensure that your plan is implemented and maintained in harmony with your overall financial goals. We take the worry out of our clients' finances by helping to ensure that their portfolios stay wisely and professionally managed to meet their short and long-term goals.
  • Comprehensive Financial Planning that takes into consideration all of a client's needs and goals, and is regularly reviewed and updated. We can assist you in financial planning for all stages of your life, including Investments, Tax Planning, Estate Planning and College Education Planning.
  • Trust Administration for certain grantor trusts, charitable trusts and other types of non-revocable trusts and estates.
  • Estate Asset Preservation that anticipates potential future estate liabilities such as estate, income and capital gains taxes, creditor protection and post-mortum costs and management.

 

Investment Portfolio Management

 

We offer customized asset management services matching the client's return and risk requirements to a portfolio utilizing multiple investment asset classes, investment styles and portfolio managers to achieve long-term investment objectives.

 

Private Family & Business Wealth Management  

Private family wealth management can help you provide for a comfortable, satisfied and confident retirement. It includes the efficient transfer of assets to the next generation, a satisfactory level of income for your comfortable lifestyle, and will help answer the important question "Will I run out of money?"

 

Retirement Planning

Retirement planning involves identifying your wants and needs, developing a plan to achieve them, acting on your plan and continually reviewing and revising your plan as you approach retirement. 

Remember, the sooner you start to save and plan for your retirement years, the more prepared you will be. Thanks to the power of compounding, early planning means that just a 
small investment each year could create a portfolio large enough to meet your needs later in life. 

 

*Securities and advisory services offered through SagePoint Financial, Inc. member FINRA/SIPC Insurance services offered through Shusterman Wealth Management, who is not affiliated with SagePoint Financial, Inc.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

IMPORTANT CONSUMER INFORMATION  A broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempted from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption of exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

We are registered to sell Securities in the following states:
Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Iowa, Louisiana, Massachusetts, Mississippi, Nevada, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas,, Virginia and Washington.
We are an investment advisor in the following states:  Arizona, California, Colorado,, Louisiana, New York, Oregon, Tennessee, Texas and Washington.