Individuals with existing policies and holdings can take advantage of changes to the tax and securities laws by consulting with a professional advisor. With over 17 years of experience, Steven Wolt is industry-recognized and can review and analyze existing programs to make sure they meet the current needs of his clients and offer a competitive advantage in the marketplace.
Working with high-profile business leaders, entertainment figures, and sports personalities, Steven Wolt has earned a reputation as a trusted advisor with extensive knowledge of insurance and investment products. Mr. Wolt works in tandem with lawyers and accountants, conducting due diligence on financial products and working to meet the fiduciary needs of his clients.
After an initial assessment of a client’s financial situation, Steven Wolt can help create a financial plan, providing direction for specific capital realizations or retirement goals. Whether it is helping to achieve a specific, personal net worth or reaching a targeted investment objective such as buying a house, Steven Wolt works to help his clients achieve their financial ambitions.
Because of continuing changes to tax laws and securities regulations, individual investors and business entities can benefit from the services of a personal financial advisor. Continual monitoring and reassessment is a necessary aspect of any healthy financial plan and requires the resources of a financial planning professional.