Broker Check

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.

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Investment
Management

Custom Strategies, Diversification, Rebalancing & Tax Loss Harvesting

Custom Investing with tax advantaged and rebalancing strategies.

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Risk
Management 

Property & Casualty, Life Insurance, Long-term Care & Disability Insurance

Make insurance premiums work harder for you.

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Employee
Benefits

Owner / Executive Compensation, Retirement Plans, Health insurance, Employee Group & Voluntary Benefits

Boost Employee Satisfaction at a Lower Cost.

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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