Normandy Wealth Management is a full-service financial firm offering customized financial planning strategies. Whether just getting started or realigning your financial goals, our personalized approach will harness opportunities and potential rewards available to those who take a proactive approach to their financial situation.
With comprehensive knowledge and experience in investing, retirement, insurance, estate planning funding strategies, and wealth preservation, our commitment to you is to help you PLAN, GROW, and PURSUE your financial goals. Check back regularly for updates, important information, trending news articles, and research reports.
With comprehensive knowledge and experience in investing, retirement, insurance, estate planning funding strategies, and wealth preservation, our commitment to you is to help you PLAN, GROW, and PURSUE your financial goals. Check back regularly for updates, important information, trending news articles, and research reports.
Services
Our mission is to help our clients pursue their financial goals in the most tax-efficient manner possible. We believe that a solid financial strategy and sound advice are key to clients successfully pursuing their goals and objectives. At Normandy Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.
As a full-service financial firm committed to helping people pursue their financial goals, Normandy Wealth Management offers a wide range of financial options for individuals and business owners alike. While developing a customized financial program with Normandy Wealth Management, we walk you through a step-by-step process designed to ensure confidence in your decisions.
Normandy Wealth Management was created in response to a growing client demand for sensible financial strategies at a reasonable cost while efficiently managing tax implications. Financial matters are often complex and most do-it-yourself investors simply don't have the time or tools to successfully pursue their financial goals.
Long-term goal planning (retirement, education, etc.): Hopefully, your conversation with Normandy Wealth Management will involve an extensive discussion of your personal long-term goals. Most plans do a good job of projecting out the likelihood of achieving these goals and providing suggestions for how to get there faster.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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