From Our Family To Yours. We are a comprehensive Wealth Management firm, taking a global approach to Financial Planning by looking at the client's entire financial situation including the taxable consequences of their wealth management strategies. We approach each client knowing we have a fiduciary responsibility to help them be better positioned to achieve their financial goals. 

We address the Five Key Areas of Investment Planning:

1)  Investment Strategies
2)  Tax Reduction Strategies
3)  Retirement Planning
4) Protection Strategies
5)  Estate Planning

We do more than just retirement planning. We take a proactive approach to increase the likelihood that your portfolio grows and is not negatively impacted by outside factors.  

Did you know that less than 10% of financial advisors look at a person’s tax return? It’s a standard part of our tax reduction strategy that fits with our proactive approach. The taxability of the investment strategy can turn an investment whose “on paper” performance is stellar to one that is just average – and vice versa. So financial planners who do not consider their clients’ tax situation to show high rates of return on the quarterly report are doing them a disservice.

Additionally, while many financial advisors and financial planners focus on the investing and accumulation side of retirement planning, not nearly as many have the expertise to truly understand how to start accessing those funds in a way that will limit the taxable consequences and increase the possibility that the funds will last beyond their life and leave a legacy.  

We have a high level of knowledge and expertise. But, in the end, it’s been our experience that no one really cares how much you know. What’s important to people is how much you care. If you’re looking for a Certified Financial Planner (CFP) and wealth management firm that will look at the whole picture and not just the performance of your portfolio, give us a call.

Materetsky Financial Group

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