Wealth Management Investment Process

How We Work

The process of creating a portfolio of investments is an involved process many of the questions or issues that clients face are not unique, but they are unique to the client.

Eugene Spitzer can and will address client’s financial needs as they arise, however initially we begin the process with a consultation designed to uncover the specific needs and goals of the clients.

Eugene Spitzer will customize a portfolio of investments that satisfy the client’s needs.
Although, some clients based on their individual situation do not have a need for a comprehensive financial plan most clients would clearly benefit from having this as a resource and roadmap for the future.

In addition to financial planning, Eugene Spitzer will address the following issues as they are key components of a financial strategy that is designed to create “confidence in your investments.”

  1. Estate planning
  2. Business succession planning
  3. Life insurance needs
  4. Wills and Trusts
  5. Legacy Planning
  6. Ongoing portfolio management
  7. Investment consultation

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

gene.spitzer@lpl.com | (201) 839-0369