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Our Mission
Investment Advising & Wealth Management
Our mission is to establish long term relationships with our clients and help them achieve their individual financial goals. Essex Private Wealth Management builds client relationships based on trust, experienced professional advice, continual communication, and prompt personal service.
Services
Essex Private provides a comprehensive set of wealth management services. Our focus is putting together a solid long-term financial plan that meets a client’s risk tolerance, income needs, time horizons, and investment objectives. Once a path has been determined for the client’s goals, the ongoing work involves investing client assets to achieve those goals. We work alongside the client’s existing advisors (tax accountants, estate attorneys) or can identify issues and make referrals to professionals who can assist.
Financial Planning
Planning your financial picture allows you to ensure that you hit your goals of where you want to be in life. Once you put your financial plan in place the day to day gyrations of the market become softer noise that allows you to invest with your long term plan in mind.
Understanding what you want and how to achieve it financially is what we do best.
Creating a financial plan shows you how to put all the pieces of the puzzle together and can give you comfort know that you are moving in the right direction. The plan then can determine the right way to invest.
Services
Tax Planning
Looking at your taxable situation we can focus on ways to minimize your taxes on the short term as well as the longer situation. Are there tax smart strategies that are right for you? How does a Roth IRA/ Roth conversion fit into you longer term tax planning? Where is congress with tax law changes? We can answer all your questions.
Money Management- Planning
Investing doesn’t have to be complicated. It begins by understanding you goals and finding the right approach that makes sense for you. Together we can create a discipline investment approach with transparency and accountability, that can ensure your money is doing the most to achieve your financial goals and objectives.
Estate Planning
At the end of every solid financial plan is a legacy plan. A proper legacy plan ensures your money is left to those you care most about with the least amount of hassle. It begins with a conversation of what you want things to look like and identifying the risks and possible situations that could come out of it. We work to ensure that you have a good understanding of how best to structure your estate and then give your confidence it is setup appropriately.
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