Business Details
Your Trusted Partner for Financial Advisory Solutions
EisnerAmper Wealth Management provides integrated wealth management solutions for high-net-worth individuals, business owners, and families. Our approach combines tax-efficient planning, personalized financial strategies, and objective investment advice to address complex financial needs. We prioritize understanding clients' unique circumstances, family dynamics, and long-term goals to deliver customized solutions that foster lasting financial success.Our collaborative team leverages deep expertise in financial planning, estate guidance, and risk management to reduce costs, optimize opportunities, and build strong financial foundations. We specialize in retirement readiness, legacy planning, and strategic wealth transitions while maintaining a commitment to transparency, ethics, and client-centric service.
Services
Financial Planning
Investment Management
Estate Planning
Charitable Giving Strategies
Divorce Planning
Risk Management
1031 Exchanges
Retirement Plan Solutions
Life Insurance Planning
Long-Term Care Insurance
Highlights and features
- We offer personalized financial strategies tailored to your unique circumstances and long-term goals.
- Our collaborative team combines decades of experience in financial planning and investment management.
- We specialize in tax-efficient wealth transitions and estate planning for business owners.
- Our fiduciary approach prioritizes objective advice aligned with your best interests.
- We provide access to institutional-quality real estate investment opportunities through 1031 exchanges.
Associations and certifications
- Accredited Investment Fiduciary (AIF)
- Qualified 401(k) Administrator (QKA)
Services
Financial Planning
Our financial planning service creates comprehensive strategies to manage wealth accumulation, retirement readiness, and legacy planning. We analyze cash flow, balance sheets, and tax implications to develop customized plans that align with your lifestyle goals. Our team coordinates with CPAs to ensure tax-efficient solutions while addressing liquidity events and business succession needs.
Estate Planning
Estate planning services focus on minimizing tax exposure and ensuring smooth asset distribution. We collaborate with attorneys to implement strategies for asset protection, inheritance planning, and special needs provisions. Our approach safeguards wealth for future generations while addressing complex estate tax considerations and legal requirements.
1031 Exchanges
We facilitate 1031 exchanges to defer capital gains taxes on investment property sales. Our team coordinates with qualified intermediaries and CPAs to identify replacement properties, including Delaware Statutory Trusts. This service provides access to institutional real estate investments while maintaining compliance with IRS regulations and timelines.
Retirement Solutions
Our retirement solutions include 401(k) and cash balance plan design for businesses. We offer fiduciary support, investment selection, and compliance monitoring. Services cover employee education, plan administration, and tax-deferred growth strategies tailored for business owners seeking enhanced retirement benefits.
Risk Management
Risk management services protect assets through life insurance, long-term care planning, and disability coverage. We design strategies to preserve wealth against market volatility, healthcare costs, and unexpected events. Our approach ensures financial security for families while maintaining flexibility for evolving needs.
People
Michele Martin
President
Michele Martin leads EisnerAmper Wealth Management with expertise in financial services and wealth management. She specializes in strategic planning for high-net-worth clients and business owners.
Nate Ahlberg
Senior Wealth Advisor
Nate Ahlberg provides personalized wealth advisory services with a focus on tax-efficient investment strategies and retirement planning for individuals and families.
Alan Bolotin
Senior Wealth Advisor
Alan Bolotin offers comprehensive financial planning solutions, specializing in estate transitions and complex wealth management for business owners.
Brian Thorkelson
Chief Market Strategist
Brian Thorkelson develops market strategies and investment approaches based on extensive financial industry experience and economic analysis.
Cassity Wingenbach
Chief Operating Officer
Cassity Wingenbach oversees operations and client service delivery, ensuring efficient implementation of wealth management strategies across all client relationships.
Questions
What financial services do you specialize in?
We specialize in integrated wealth management including financial planning, investment management, estate planning, 1031 exchanges, and retirement solutions for high-net-worth individuals and businesses.
How do you approach client relationships?
We take a collaborative, client-centric approach by understanding your unique circumstances and creating personalized strategies that align with your long-term financial goals.
Do you serve clients outside the New York area?
Yes, we serve clients across multiple states including California, Florida, Massachusetts, and New Jersey through our regional offices.
Are your advisors fiduciaries?
Yes, our team includes Accredited Investment Fiduciaries who prioritize objective advice aligned with your best interests.
Can you help with business retirement plans?
We offer specialized retirement plan solutions for businesses including 401(k) plans, cash balance plans, and fiduciary support services.
How do I schedule a consultation?
Contact us through our website or visit our New York office to discuss your financial goals and explore personalized wealth management solutions.
