How G. Douglas Wealth Management Assists Clients

How G. Douglas Wealth Management Assists Clients

G. Douglas Wealth Management* is a professional firm working with retirees, pre-retirees, Businesses and highly compensated employees to help preserve their financial assets and standard of living.

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Services Provided:

Legacy Planning: We show you how to help minimize your estate taxes, which may be paid by single people with estates over $12,920,000 and couples with estates over $25 million. Even if you have a living trust you may still pay estate taxes unless you take steps to minimize them.

Long Term Care protection or qualification for Medicaid: We act as independent advisors to find you the best coverage within your budget for long term care protection or alternative solutions.

Investment Management: Make the appropriate investment choices given your tolerance for risk.

Retirement Planning: Ways to invest and receive money out of IRAs, Rollovers and Pensions, Lifetime Income strategies & preservation of wealth.

Annuities and Insurance: To seek the highest returns, to shelter assets and defray taxes.


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.