Because Friedman Wealth Management, LLC is an independent firm, our loyalty belongs exclusively to our clients, not to a parent company. Our independence enables us to establish working relationships with many industry-leading investment management firms to create customized client portfolios.
After 20 years, we have learned the value inherent in a long-term, trusted client relationship, and we provide customized programs designed to grow, protect, and conserve clients' wealth. We seek to deliver an unprecedented level of personalized service and expertise and remain committed to helping you improve your long-term financial success. Our holistic planning process includes all areas or concern from investments, tax, estate planning, retirement planning, income distribution strategies, and asset protection.
Free initial consultations, second opinions, or investment reviews.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. We are here to help.