Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 Senior Wealth Advisors is committed to remaining a good citizen not only to the market we serve but also to our profession, and above all to our clients who entrust us with their financial assets. We understand that a successful relationship is built on trust and we work hard to serve your best interest and to continue earning your confidence.  

   

 

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products