Our Services
With ever-increasing media coverage and an overabundance of information available to the public, making investment decisions has become more challenging than ever. At Privetera Wealth Management Associates, we take the guesswork out of investing by offering our clients a one-stop shop for comprehensive financial services and personalized wealth management. We are committed to providing objective advice and services to individuals, families, businesses, institutions and foundations.
Individuals and Families
- Comprehensive Financial Planning
- Private Wealth Management
- Retirement Planning
- Asset Management & Investment Planning
- Tax Saving Strategies
- Estate Planning & Wealth Transfer
- Legacy Planning
- Charity Giving
- Education Savings Planning
- Transition Planning
- Lifetime Income Strategies
- Risk Management
- Insurance Analysis
- Life & Disability Insurance
- Long-term Care Insurance
- Health Insurance
- Special Needs Planning
- Divorce Financial Planning
Businesses
- 401(k) Plans
- Uni-K Plans
- Business Succession Planning
- Executive Compensation
- Risk Management Analysis
- Employee Stock Option Planning
- Corporate Retirement Planning
- Stock Option Analysis