We are an independent investment advisory firm serving both corporations and individuals. Our vision was to create a financial advisory firm, which offers a comprehensive suite of services to you while operating at the highest level of ethical standards and trust. Today, our vision is a reality.
Employing a team of Certified Financial Planners(R) and highly experienced professionals we help individuals with personal financial planning and wealth management and help corporations build and maintain successful retirement plans.Unlike many firms, Poitinger Wealth Management, Inc. is independently owned and independently supported.
Employing a team of Certified Financial Planners(R) and highly experienced professionals we help individuals with personal financial planning and wealth management and help corporations build and maintain successful retirement plans.Unlike many firms, Poitinger Wealth Management, Inc. is independently owned and independently supported.
Services
Michael founded PRLKW & Co. in 1987. Michael's attention to detail, excellent listening skills and great empathy have always been symbols of his appreciation by his clients. The evolution to Poitinger Wealth Management Advisory Group allows Michael to be more effectively supported by his own team of professionals.
We believe our wealth planning team can provide you with the best-in-class expertise and practices in the critical areas of financial independence and wealth accumulation, philanthropy, risk management, and wealth transfer. We develop creative, customized, and often unconventional approaches to identify and accomplish each of your unique financial objectives.
Without a solid investment portfolio in place, it would be hard to imagine your financial dreams being realized. At Poitinger Wealth Management, Inc. our investment process focuses on developing portfolio strategies with the highest probability of success in mind. Our philosophy is based on decades of investment experience and our belief that a well diversified strategy, combined with a disciplined approach will provide the best outcome.
Our role is to provide top-level guidance to your company's management on all aspects of plan operations. Whether you are converting your plan, changing one or more service providers, updating your investment menu, or fine-tuning your plan on an ongoing basis, our services help cover the three key areas of concern of your plan.
At Poitinger Wealth Management we can help you develop sound strategies to meet the challenges of retirement income, disability income, premature death and the tax-efficient transfer of your hard earned assets to family members, business partners, and the charities of your choice. When the unexpected happens, it can leave you and your loved ones in serious financial hardships.
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