The EisnerAmper Wealth Management & Corporate Benefits (WMCB) mission is to help clients navigate the risks and opportunities of a fulfilling financial life. We work with a diverse clientele including high net worth private business owners and families, corporate fiduciaries, as well as divorcees and widows through our Women in Transition practice. Our team of collaborative and experienced specialists inspire trust and confidence through a clear, educational, and continually evolving process, one built for each life phase of the families and businesses we serve.
Our team understands that financial planning is more productive and meaningful when it is a collaborative effort between the wealth advisor and client. Our wealth advisors take clients through an eight-step interactive Advocacy Management Process™ created to make finances more personal and less intimidating. This process integrates investment management, estate planning and asset protection with a coordinated focus on tax efficiency. Whether asset management, risk management or corporate benefits, our team of specialists can address a range of needs. We bring together the appropriate team to accomplish our client’s individual and corporate visions and goals.