Most people think that there isn't a way to minimize their taxes or help minimize taxes on IRA withdrawals. Many people think that a living trust removes estate taxes. Many people do not realize that life insurance is not "estate" tax-free.
Douglas J. Bauerband, the firm president, is licensed in NJ, NY, PA, NC, GA, VA, FL, MD, TX, DE, SC, MT and MA. He holds security registrations 6, 63, 22, 65 as well as licenses in Property Casualty, Life & Health. He is also an Investment Advisor Representative of TFS Advisory Services, a division of TFS Securities, Inc
Seniors looking for a way to potentially improve their investment returns, receive more income and help preserve their principal are those that use the services of G. Douglas Wealth Management.
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Advisory services are offered by G. Douglas Wealth Management an Investment Advisor in the State of New Jersey. Being registered as an investment adviser does not imply a certain level of skill or training.
G. Douglas Wealth Management offers fee-based* account management. The Portfolios are managed on a fee basis so we have less motivation to make trades and/or transactions based on commission products. We are not stockbrokers. We are Investment Advisor Representatives with Gradient Securities, LLC, providing a methodical method of managing investment portfolios.