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Wealth Management

We are independent and that ensures we have the autonomy to put you at the center of all investment strategies and business decisions. There is no agenda to offer any particular financial product. We have the flexibility to find the products that fit our clients unique situations. Albert N Panzeca offers investments through Cetera Financial Specialists. Click here to learn more about Cetera Financial Specialists.
With our integrated tax and wealth management firm, we use a holistic approach to develop a strategy that is designed and customized to address your unique situation resulting in a personalized experience to help achieve your financial goals.

We focus on the three Cornerstones of life and tailor our guidance to you and your family’s unique financial needs. 

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively
Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down. *Guarantees are backed solely by the claims paying ability of the issuing insurance company.
Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance

We begin by listening to your goals, dreams and what you aim to achieve. We want to know what keeps you up at night. We make sure that we take the time to understand you and give you comfort knowing that you can trust the people you are working with. Your customized wealth management strategies will be consistently updated as your life and goals change. Our goal is to help you maintain your desired lifestyle during your retirement years.

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