Is regret over a past poor financial choice preventing you from making any choices at all?
New clients frequently come to us expressing worries, probably similar to yours, which relate to building or preserving their wealth.by Richard W. Weyers
Traust Sollus Wealth Management is a comprehensive wealth management firm servicing individuals, families and family owned businesses. As the name suggest, the firm is committed to offering conflict-free guidance, creating a safe, comfortable culture in forging long-standing client relationships based upon mutual trust and respect. Founded in 1982, Traust Sollus has become a highly successful leader in the wealth management arena with offices in New York and Princeton, N.J., serving loyal clients throughout the United States. Traust Sollus delivers exceptional, customized guidance in the following areas: comprehensive personal financial planning for individuals and business owners, investment advisory services (portfolio management), personal and business income tax planning and preparation, estate and wealth-transfer planning and risk management (insurance) reviews and planning.
This is one of the more important questions individuals should ask themselves if they intend to make an outright gift of significant assets to their children or grandchildren.by Brian Picariello
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