Welcome to Friedman Wealth Management, LLC
Our Firm Provides Personalized Investment, Tax, Retirement and Estate Planning Services
After more than 25 years, we have learned the value inherent in a long-term, trusted client relationships. Our firm provides customized programs designed to grow, protect, and conserve clients' wealth. Our holistic planning process includes all areas or concern from investments, tax, estate planning, retirement planning, income distribution strategies, and asset protection.
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Friedman Wealth Management specializes in helping individuals develop sound retirement strategies. 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.
Click "Schedule an Appointment" above for a free initial consultation, second opinion, or investment review.
Now Serving Southwest Florida!
"Now I've got quarters in my loafers tryin' to fight inflation, when it only used to take a cent" - James W. Buffett
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.
At Friedman Wealth Management, LLC we always act in your best interest, with all of your goals and dreams firmly in mind.
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