Our Firm

Abacus Private Wealth Mangement is a full-service, independent  financial firm committed to helping people pursue their financial goals. As an independent firm, we can offer our clients the solutions that best serve them. We are not mandated to represent solutions that are proprietary to a captive firm.

We have extensive personal and professional experience in the areas of tax planning and preparation, personal financial planning and business consulting. Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

We look forward to using our expertise to help you pursue your financial goals.