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Wealth Management Services

You worked hard for your money, now let your money work for you. With over 30 years of experience in the industry, Blumenfeld Woznica & Co. will present you with the strategies you need, in pursuit of your wealth management goals. Whether you intend to fund philanthropic ventures or benefit the next generation, you require the right advisors and experience who will guide you in achieving your goals. 

Select Client Services

   •  Estates planning​

   •  Investment strategies

   •  Professional practice financial planning

   •  Retirement planning​

   •  Tax planning​

   •  Trust planning​

   •  Young family financial planning

The Blumenfeld Woznica and Co. team will ensure that you will maximize the benefits from the money you earned. We listen to your wealth management objectives and create tailored strategies to achieve your plan. By combining our tax expertise and understanding of the markets, our clients have access to the financial and tax structuring they require in maximizing the value of their financial objectives, while minimizing their tax exposures.

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