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Who We Are

Alpern Wealth Management provides financial guidance to individuals, families, business owners and corporations seeking sophisticated and innovative strategies for preserving and managing personal and business wealth.

Welcome to Alpern Wealth Management

Alpern Wealth Management is uniquely qualified and positioned to act as your Family CFO and trusted financial advocate. We provide unbiased investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.

Working alongside your CPA and estate planning attorney, we specialize in creating the synergy you seek across the full spectrum of your wealth management needs, enabling you to pursue your financial goals with confidence. We serve as your team leader to coordinate strategies among your various professional advisors, resulting in seamless integration across all aspects of wealth planning, from your tax and investment strategies, to retirement income, risk management, estate planning and more.

We help you build a custom blueprint for financial success

Our experienced advisors develop unique solutions that address the complex wealth management challenges you face so you can effectively control the destination and purpose of your wealth. We anticipate issues proactively, strategize for best results and, above all, are ever present and committed to your success. We are passionate about designing and implementing custom tailored strategies to address your most pressing questions, including:

  • How can I preserve my lifestyle?
  • How can I protect my wealth?
  • How can I minimize income and estate taxes?
  • How can I provide for my heirs?
  • How can I provide for my favored charities?

Learn more about us:

Our Team