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What Can We Offer That Other Investment Advisors Do Not?
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.
Disclosure
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of G. Douglas Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
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.
