THE COMPREHENSIVE WEALTH MANAGEMENT GROUP (CWMG)

CONNECT

Address:

600 WIllowbrook Lane, Suite 620
West Chester, PA 19382

Phone:

(610) 436-8500

Fax/Other:

(610) 436-9127

Our Services

At The Comprehensive Wealth Management Group, we provide assistance in the following areas:

STRATEGIES WITH THE GOAL OF:

Helping to Create and Grow Wealth

Working with Clients on:

  • Investments
  • Adequacy of Life Insurance
  • Income Tax – Minimization from Investments

Helping toProtect and Preserve Wealth

Working with Clients on:

  • Overall Investment Management Plan with Emphasis on Risk
  • Management
    -  Asset Allocation Management
    -  Diversification Management
    -  Tax Sensitivity Management
  • Monitoring Performance
  • Overall Insurance Plan (Life, Disability, Long-Term Care and Liability)
    -  Adequacy
    -  Cost Effectiveness
  • Overall Tax Planning Strategies

Plan the Distribution of Wealth During Life In the A Tax-Advantageous Way

Working with Clients on:

  • Qualified Retirement Plan or IRA Distribution Plan
    -  When
    -  How Much
    -  Designated Beneficiary
  • Corporate Executive Stock Options
    -  Diversification
    -  Exercise Plan
  • Business Succession Plan
  • Transition Plan of Investment Portfolio to Provide Continuity in Case of Incapacity
  • Gifting to Children / Descendents for Education or Other Reasons
    -  Tax Efficiency
    -  Control
  • Charitable Gifting – History and Plans
    -  Tax Efficiency
    -  Control

Plan the Distribution of Wealth at Death in a Tax-Advantageous Way

Working with Clients on:

  • Titling of Assets
  • Transition Plan for Investment Portfolio To Provide Continuity at Death
  • Distribution of Wealth to Spouse, Descendents and Others
    -  Tax Efficiency
    -  Control
  • Charitable Gifting Inclinations
    -  Tax Efficiency
    -  Control

If you would like to know more about our Products and Services...

Contact Us