Welcome to Friedman Wealth Management, LLC
Our Firm Provides Personalized Investment, Tax, Retirement and Estate Planning Services
Offices in Eastpoint and South Venice, Florida
Where do you want to go? We'll get there, together.
After more than 25 years, we have learned the value inherent in long-term, trusted client relationships. Our holistic planning process includes all areas or concerns including investments, tax, estate planning, retirement planning, income distribution strategies, and asset protection. The priority at Friedman Wealth Management is helping you take care of yourself and your family. We enjoy learning about your financial situation, identifying your dreams and goals, and helping you achieve those. You aren't just another client to us, but family.
If you are retired, approaching retirement, or just starting to pursue your dreams -- we can help. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
Offices in South Venice and Eastpoint, Florida.
Click "Request an Appointment" below for a free initial consultation, second opinion, or investment review.
Welcome to the family!
When you work with us, you're part of the family. We have decades of experience in financial services and can help you address your needs of today and for many years to come.
Words of Wisdom
"Now I've got quarters in my loafers tryin' to fight inflation, when it only used to take a cent" - James W. Buffett
Your goals are our goals.
At Friedman Wealth Management, LLC we always act in your best interest, with all of your goals and dreams firmly in mind.
Our team is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on our team.
Our Three Step Process
STEP
1
Setup
The more we know about you, your finances, and your goals, the better we can strategize.
STEP
2
Strategize
We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.
STEP
3
Execute
Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Schedule A Free Consultation
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