top 100 accounting firm
Wealth Management

Alpern Wealth Management LLC Pittsburgh

How Can I Get From Here... To There?

Whether the waters are rough or calm, it's impossible to float in the same place indefinitely.  So how can you navigate financially from where you are now to get to where you want to be? Following the values of trust and exceptional service established by Alpern Rosenthal, the Alpern Wealth Management team of professionals can help you to plan, grow, protect and distribute your wealth in the most tax efficient way. We offer non-biased, flexible and active management of assets to high net worth individuals and can help you to get — from here to there — wherever that might be for you. How Can I get from here… to there?

Whether your financial affairs are relatively simple or very complex, our professionals can help you develop a financial plan and investment strategy that's right for you and can provide insight on how to plan for many of life's major events. In addition, we can help you develop a plan to distribute and protect your accumulated financial resources for what could be 15, 20 or 30 years of retirement. 

Appointed "Family" CFO

As the fiduciary of your family's finances, you need to be proactive and innovative in your thinking to ensure financial confidence and continued success. When facing tough decisions, you need to be thinking about the answers to difficult and thought-provoking questions such as:

  • Do you have a documented financial plan that addresses accumulation and distribution?
  • What is the mix between tax exempt, tax deferred, and taxable accounts/holdings?  What is the asset allocation?  How tax-effective are the holdings?
  • What is your plan for both pre- and post-bear market?
  • What vehicles do you use to grow and protect your money?
  • Have you matched up expected future cash outflows with expected cash inflows and rates of returns?
  • What is the required rate of return to achieve your goals like a second home, a sailboat, or early retirement, etc.?
  • When was the last time you looked at the cost of coverage for your life insurance, or the cash value, dividend rates, death benefit, etc?

Smooth Sailing Ahead

Take a minute to read about just a few of our clients and how we helped them with strategies to help pursue their goals and live the life they want — now and in the future.

Disclaimer

Alpern Rosenthal is not affiliated with or endorsed by LPL Financial.

Investment advice offered through Alpern Wealth Management, an SEC registered investment advisor and separate entity from LPL Financial.  Securities offered through LPL Financial.  Member FINRA/SIPC www.finra.org.  Member of Financial Industry Regulatory Authority (FINRA).  For an explanatory brochure please visit www.sipc.org. The registered representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states: AL, CA, CO, FL, GA, IL, KY, MA, MD, MI, NC, OH, PA, TX, VA.

No information on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of each jurisdiction.