The new estate tax legislation is offering a limited window of opportunity for clients to lower their taxable estate . . . that can assist with shielding substantial amounts of wealth.
245 Park Avenue, Suite 1800, New York, NY 10167
Pioneer Financial at Northwestern Mutual, LLC provides financial services to high net worth and emerging high net worth individuals, families and business enterprises. Pioneer Financial’s team of 17 associates and staff serve clients nationwide from their Park Avenue office in New York City. Kevin R. Luchetta, Stephen A. Schwartz and James L. DiNardo are wealth-management advisors and Certified Financial PlannerTM practitioners. The practice is focused on assisting clients through comprehensive financial planning that includes asset management, retirement funding, risk management, estate preservation and distribution.
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