At EisnerAmper Wealth Management & Corporate Benefits, our mission is to help clients navigate the risks and opportunities of a fulfilling financial life. Our team of collaborative and experienced specialists seek to inspire confidence through a clear, educational, and continually evolving process, one built for each phase of the families and businesses we serve.
Our process helps to enable clients to understand the various ways to meet their needs and goals. This interactive approach is provided through a vast menu of financial planning and wealth management services for both individuals and businesses. Our team of Advocacy consultants offer independent review and guidance in determining an integrated solution for you, your family, or your employees while striving to optimize the plan towards your goals.
Our process helps to enable clients to understand the various ways to meet their needs and goals. This interactive approach is provided through a vast menu of financial planning and wealth management services for both individuals and businesses. Our team of Advocacy consultants offer independent review and guidance in determining an integrated solution for you, your family, or your employees while striving to optimize the plan towards your goals.
Services
Marc Scudillo is one of the founders of the Wealth Management & Corporate Benefits practice. He leads both the firm's High Net Worth Planning/Investment and Corporate Retirement Business Units. He has extensive experience with the planning needs of Business Owners throughout the business growth cycle addressing both personal and corporate planning goals.
Larry Seigelstein is an Advocacy Advisor at EisnerAmper Wealth Management & Corporate Benefits, LLC. He provides sophisticated financial planning, risk management and asset management to both individuals and corporations. Larry helps his clients by providing systematic solutions for the creation and preservation of their wealth.
Jennifer Johnson is an Advocacy Advisor and a Certified Divorce Financial Analyst at EisnerAmper Wealth Management & Corporate Benefits, LLC. She provides sophisticated financial planning, risk management and asset management to both individuals and corporations. A cornerstone of financial planning is the recognition that everyone's economic and life situation is different.
David Gottlieb is part of the EisnerAmper Wealth Management & Corporate Benefits' team as a Wealth Advisor. David brings over 15 years of experience as a Financial Planning expert. He has a strong foundation of wealth management including investment operations, investment management and overall financial planning.
Daniel Elie is a Wealth Advisor and Financial Planning expert since 1993. His professional expertise includes working with high-net-worth families, business owners and professionals. He obtained his Certified Financial Planner (CFP) designation in 1996 and holds a Master of Laws (LLM) and a master's in business administration (MBA).
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