The last several years have been very difficult in both the US and Global economies. As a result we have been inundated with questions and concerns from our clients regarding their personal financial affairs.
After careful consideration Smolin Wealth Advisors have decided that the time is right to get more involved in our clients’ financial affairs to help navigate these challenging times. To assist in this process we often engage with outside resources and financial advisors with whom we have long-standing relationships and a trusted partnership. We believe that by integrating financial planning and tax advice we are able to more effectively enable our clients to reach their long-term goals.
This is not a process that we take lightly, and as a result of our research and vetting process we have identified strategic alliances such as the one we have with Cassa Wealth Management, located in Paramus NJ. Our plan is to engage clients together with the goal of producing an assessment of your current financial situation while also addressing tax planning to insure that nothing falls through the cracks. There is no cost or obligation for this meeting, and thus far we have been surprised at the poor financial planning advice that many of our clients have been receiving.
Our client’s financial well-being is in our best interest. The better we can understand your financial goals the easier it will be for us to keep you on track to achieve them. It never hurts to have a second opinion, especially for the personal finances that you rely upon so much.
If you would like to schedule an appointment with us for a free financial review, please call me at 862-881-4747 or email me at lgrassi@smolin.com.
We look forward to enhancing the value that we provide to our clients through our expanded services offerings.
Important Disclosures
Smolin Wealth Advisors, LLC is a Registered Investment Advisor (RIA) with the state of New Jersey. They are an affiliate of Smolin, Lupin & Co., LLC, who provides Accounting, Tax and Advisory Services.
Cassa Wealth Management is an Independent Wealth Management firm that provides Financial Planning & Wealth Management Services for both Individual & Corporate clients through LPL Financial.
Smolin Wealth Advisors, LLC, Smolin, Lupin & Co., LLC, Cassa Wealth Management, P.C., and LPL Financial are all separate entities.
James T. Cassa, CPA, PPC is President of Cassa Wealth Management, P.C. Jim is affiliated with LPL Financial, the nation’s #1 Independent Broker/Dealer*.
* As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.