Wealth Management Services
ACR Wealth Management provides personal and business financial planning services. It is a key part of the firm's philosphy of focusing on the well being of our clients and friends. Part of our job is to work with you and your family and provide you with the skills to become secure and comfortable in your retirement.
A Future of Fufillment
Securing your dreams represents a lifetime of hard won achievements, leaving little time for wealth management. We can take that responsibility off your shoulders while trying to assist you in achieving your goals. With us as your wealth advisors, you'll have the confidence of knowing that one of Long Island's premier professional service firm is helping you handle your affairs.
Since 1995, our firm has been helping clients work towards financial security with our personalized approach to wealth planning, accumulation and preservation. Our goal is to help you maintain the standard of living you have become accustomed to and preserve your wealth for your heirs. When developing and maintaining a well-thought wealth accumulation plan, we focus on strategies appropriate for each individual client. We have access to the broadest range of independent financial providers to help you accomplish your goals.
Financial Coach
Wouldn't you rather be playing your position in the game of life, enjoying family, friends, and recreation, than dealing with multiple financial service companies? As a professional service firm, our goal is to always remove the complexity , time, and worry from your welath management plan by becoming your proactive Financial Coach. In this game, you're the owner. We'll give you the big picture and the details in order to maximize the effectiveness of your team. Our process is designed to ensure your investments keep pace with the changes in your life. Our specialists in tax, asset allocation, investment planning and estate distribution will develop a comprehensive accumulation and preservation plan that best meets your needs and goals. Our goal is to try to exceed your expectations.
Your Greatest Gift to Your Children is Your Legacy
Estate PlanningEstablishing an estate plan as part of your comprehensive wealth management plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future.
- Coordinate with your attorney to implement your estate plan from beginning to end.
- Retitle assets to refude or eliminate estate taxes and avoid probate.
- Bi-annual estate planning reviews.
Risk Management Planning
Our risk management advisor will evaluate your non investment risks, such as long term care coverage, life insurance coverage, and disability insurance to be sure that the unexpected does not interfere with your goals.
Small Business Planning
The implementation of retirement plans, executive compensation and buy/sell continuity is an extension of our core competency. We also will help you with your exit from the business. Whether to family, management, or a third party; we can help with a strategy to maximize value.
Salvatore J. Armao, CPA/PFS, CFP
Email: sarmao@acrcpa.com
Tel: 516.256.3200