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We Stay Focused On Estate, Tax, And Wealth Planning Strategies So You Don’t Have To

Manage Your Estate With Confidence

Manage Your Estate With Confidence

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.

What We Bring To The Table

What We Bring To The Table

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.

What We Offer

We want to learn more about your personal situation and identify your dreams and goals.

Family Wealth Transfer Planning

Tax Planning With Life Insurance

And More!

Learn How We Can Help You

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