We are passionately committed to helping investors plan for their financial futures through a process that brings patience, discipline, and a sense of optimism to their financial planning. You can do this, and we will be there to help you every step of the way. We help individuals and families pursue their deeply-valued financial goals.
Our typical client is the "millionaire next door" who has entered the later stages of their career or early retirement with approximately $1 to $3 million or more in investable assets - some more, some less. We currently serve 55 families. We are taking on new client relationships. Financial planning can mean many things depending on the client situation.
Our typical client is the "millionaire next door" who has entered the later stages of their career or early retirement with approximately $1 to $3 million or more in investable assets - some more, some less. We currently serve 55 families. We are taking on new client relationships. Financial planning can mean many things depending on the client situation.
Services
We believe that providing expert advice with exceptional service is what makes us successful in our business. We seek to understand what is important to you, so we can make the best recommendations possible. Each member of our team brings invaluable knowledge, service and expertise to the table. Todd Kirsch is the owner and founder of Kirsch Wealth Advisors.
We help people plan and pursue their goals through a financial planning process that brings together client values, our expertise, and the support of LPL Financial. We then place our faith in a capitalist system that allows individuals and businesses to bring new ideas to market and thrive from their efforts.
You deserve concierge service. We therefore work with a small, select group of families and do not try to be all things to all people. A good financial advisor - client relationship should be built on mutual trust and respect. That will only happen if we get to know each other. Investor behavior is the single most important factor whether investors reach their financial goals.
We help individuals and families plan their financial futures. Our typical client is the "millionaire next door" who has entered the later stages of their career or early retirement with approximately $1 to $3 million or more in investable assets - some more, some less. We currently serve approximately 55 families.
Financial advisors versed in Social Security elections can help clients claim extra dollars in additional benefits over a couple's lifetime by filing for Social Security at optimal times within the context of a financial plan. Vanguard research* found this variable difficult to quantify but significant nonetheless.
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