We are a comprehensive wealth management practice specializing in helping individuals and families prepare and successfully transition into retirement. You've worked long and hard saving for retirement. And now, whether you're recently retired or just beginning to think about retirement, you need a strategy for turning your savings into spendable income that can last you a lifetime.
In addition, we also help entrepreneurs face the unique challenges involved in owning a closely-held business. Our objective is to support you through your transition into retirement and throughout your retirement years. This period is a critical time when careful planning and prudent decision making is essential.
In addition, we also help entrepreneurs face the unique challenges involved in owning a closely-held business. Our objective is to support you through your transition into retirement and throughout your retirement years. This period is a critical time when careful planning and prudent decision making is essential.
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Towson Wealth Management was founded by Kurt Wiegert, with the mission to create a company specializing in supporting and transitioning people into retirement and throughout their retirement years. He began his financial planning career in 1996 with a private accounting firm, where he served as the senior financial advisor and lead portfolio investment manager.
Our main objective is to learn about your personal goals and dreams, and then create a customized financial plan that's designed to make those dreams a reality. There is no shortage of individuals today offering wealth management and business planning services. So how do you choose the right wealth management firm or advisor for your family and/or business?
Many business owners spend so much time managing their business finances that their personal finances sometimes fall by the wayside. But the two are closely intertwined, so it's important that your financial advisor have a complete understanding of both sides of this equation.
Think of your business as a wealth- and income-generating vehicle: One of your primary financial goals should be to devise strategies to ensure that your business is generating enough income to support your current lifestyle, and that you are taking distributions from the business in the most tax-efficient manner to improve your long-term financial success.
Think of your business as a wealth- and income-generating vehicle: One of your primary financial goals should be to devise strategies to ensure that your business is generating enough income to support your current lifestyle, and that you are taking distributions from the business in the most tax-efficient manner to improve your long-term financial success.
The foundation was created in honor of Pete Catucci. While Pete was alive, he personally assisted PALS who were in need and found it tremendously rewarding. At that time, he realized there was a big gap between patient services provided by great organizations like the ALS Association, and the overall financial needs of patients.
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Aug 06, 2018
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