Find the Best Wealth Management in West Palm Beach Near me 2019 Services Products


Want to find the Best Wealth Management in West Palm Beach, FL in 2019? Looking for financial services and financial products? While there may be many insurance, accounting and financial management firms working with clients to establish estate planning and investment options, how many are specializing in not only in wealth building, but Wealth Management? For this reason, we have set out to help you in choosing the best one to meet your needs. What is their specialty? What experience do they have? How flexible are they and much more. After careful consideration, here is our choice.

SmartGuy® 2019 Best Wealth Management in West Palm Beach FL is to be determined:

How is this accomplished?

Financial experts develop customized economic programs through a step-by-step process. Your portfolio will be tailored using appropriate strategies to meet your vision and objectives. They will help you execute a sound plan that is easy to manage.

There are five strategic methodologies:


  • Withdrawing Before Age 59.5 - f you withdraw from your Tax-deferred retirement account withdrawals before age 59½ generally you will be liable for a 10% federal income tax penalty.
  • Tax Deferral - There can be a substantial benefit to deferring taxes as long as possible.
  • Tax-Advantaged Investments - Many traditional tax-advantaged investments strategies have gone away, but there are still some alternatives.
  • Tax Deductions - You will be informed about what tax codes are left for you to itemize. Only a few are left for you to use such as medical, dental and some business expenses.
  • Tax-Advantaged Alternatives - CDs can bring in a nice income, but they also can bring in a big tax bill. It is essential you know the tax advantages of Fixed annuities and municipal bonds.
  • Tax Strategies for Retirement Plans - There are advantages of a trustee-to-trustee transfer to an IRA as opposed to a lump-sum distribution from a workplace retirement plan.
  • Tax-Free Investments - Knowing the different tax-exempt packages is essential when it comes to setting up a comprehensive tax planning strategy.
  • Mutual Fund Profits - Learn the strategies to help lower your tax liability when looking into mutual fund profits.
  • Tax-Free Insurance Upgrades - Did you know that you can transfer your life insurance policy for another from a different company without tax liability? A 1035 exchange accomplishes this transfer. 


There is so much you must understand before plunging into stocks, bonds, mutual funds, annuities and the many other investment programs. By understanding your investment risk, you make more intelligent decisions as you review and build your investment strategy.


Are you planning for your retirement? You can set up a strategy to put your money into profit-sharing on your job, participate in money purchase pension plans or 403(B) Plans. 


Wills and trusts are two of the most popular estate planning tools. Both trust programs allow you to spell out how your property distribution should occur, but they also go far beyond that.

Living trusts enable you to control the distribution of your estate, and certain trusts may allow you to reduce or avoid many of the taxes and fees imposed upon your death.

Through the wealth management interviews, you will be introduced you to many more estate planning options.


Paying attention to your insurance and selecting annuity products are essential when considering the welfare of your family and also your business.

All of the above programs contribute to building your wealth. Once your program strategy is charted out and put in place, this expert firm will continue to educate you and keep you abreast of changes in the tax laws and make adjustments accordingly.