Wealth Management in Coconut Creek, FL

Wealth Management

Wealth and Investment Management Strategies

Affluence comes with its own set of needs and challenges. Strategic Senior Benefits Group provides private wealth management services to help high-net-worth individuals develop effective wealth and investment management strategies.

Our wealth management advisors work in conjunction with clients’ CPAs and lawyers to provide comprehensive wealth management services. If you desire generational income, estate planning, income tax strategies, or have philanthropic goals, we can help develop a tailor-made plan for you and your family.

Strategic Senior Benefits Group provides a wide range of services that can help affluent and high-net-worth individuals grow and preserve their wealth so they can pass it on to their families and heirs in the most tax-efficient manner.

Comprehensive Wealth Preservation Services

For more than two decades, the wealth management consultants at Strategic Senior Benefits Group have helped affluent families in the Coconut Creek area grow and preserve their wealth with services that include:

  • IRA Legacy Planning
  • Long-Term Care Policies
  • Asset Preservation Strategies
  • Estate Planning
  • Tax-Saving Strategies

Our Services

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 281-5292