Advisory Services

Wealth Planning

Every clients’ profile represents a unique financial composition requiring a customized wealth plan constructed around their life goals. Whether looking to preserve and grow assets, plan for retirement, transfer wealth to the next generation, or fulfill philanthropic goals, it is essential to construct a comprehensive and adaptable financial plan.

FLSV’s Wealth Planning team has extensive experience collaborating with clients and their families to create financial plans that incorporate all aspects of wealth management. Our tailored strategies integrate tax compliance, planning, and advisory services to meet each client’s unique goals. Over the past 25 years, FLSV has created and implemented a wide range of financial plans that have allowed our clients to reach their personal and financial objectives.

Our Wealth Planning Services

  • Retirement Planning
  • Wealth Transfer
  • Business Succession Planning
  • Tax Optimization
  • Trusts, Estate, and Gift Tax Compliance, Planning, and Structuring
  • Education Planning
  • Philanthropy and Charitable Giving
  • Risk Management
  • Multi-generational Planning
  • Cash and Financial Asset Management Services
  • Planning for Compensation Awards
  • Risk Management and Insurance Planning

Contact Us

Garden City Office 1475 Franklin Avenue, Garden City, NY 11530 (516) 874-8800
West Palm Beach Office 777 S. Flagler Drive, East Tower, Suite 225
West Palm Beach, FL 33401
(561) 567-7900
Seattle Office Affiliated Office: Seattle, WA (206) 275-4600