At Shutowick Wealth Management, we see uncertainty as opportunity. Our experienced team of advisors will help you construct a financial blueprint destined for future success. Shutowick Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial future.
Our customized programs are designed to invest, and conserve your wealth by delivering what we believe to be an unprecedented level of personalized service. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (954) 327-1400.
Our customized programs are designed to invest, and conserve your wealth by delivering what we believe to be an unprecedented level of personalized service. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (954) 327-1400.
Services
We are a wealth management firm with experience in all aspects of financial planning, investment management, tax planning, and estate planning. Our firm is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Our Mission is to provide our clients with a roadmap to financial planning and confidence for themselves and their loved ones. We do this by taking a total wealth management approach; each is important individually, but managing them collectively is one of the most important considerations to overall success.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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