Services
Our process is designed to be highly targeted and effective –it has been refined based on experiences with several families and small businesses. Our first consult is typically 15 – 30 mins long. We ask the client a set of 10 – 20 questions to determine key areas of the financial planning that are top of mind for you. After our consult, we develop a highly customized approach for every client.
Wealth
Management
Tax & Risk Planning, Custom Investing, Legacy
Drive more personal wealth to you by leveraging our bespoke strategies for Income, Capital Gains and Estate tax Planning
Investment
Management
Custom Strategies, Retirement Planning, Diversification & Tax Loss Harvesting
Custom Investing with tax-advantaged rebalancing strategies.
Risk
Management
Protect yourself, your family, Your Assets and create a plan for your Legacy
Make insurance premiums work harder for you.
Employee
Benefits
Health insurance, Employee Group & Ancillary Benefits
Our Insurance team can boost Employee Satisfaction at a Lower Cost.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
vijay@egwllc.com | (917) 969-2995