Broker Check

Welcome to The Strulowitz Group

The Strulowitz Group specializes in the design and implementation of sophisticated wealth planning strategies for high net worth individuals. The firm is regularly called upon by attorneys, accountants and financial planners to assist in the accumulation and preservation of family wealth.

Through the use of advanced techniques tailor-made for the individual’s personal and financial circumstances, the firm has become a leader in developing programs that both meet the needs of the individual family and significantly increase the after-tax estate.

How We Work

A lifetime of diligent and successful effort to build an estate deserves and requires planning that will enable heirs to enjoy the benefits of this wealth. In the face of complex and oppressive wealth transfer taxes, the firm has developed a reputation as being in the forefront in the creation and implementation of successful programs. As tax laws and personal family circumstances change, the firm is committed to evaluating and reviewing the strategies implemented to make certain that they continue to meet with the client’s goals and objectives.

Family Wealth Transfer Planning

Learn more

Tax Planning with Life Insurance

Learn more

Have a Question?

Thank you! Oops!