As a Registered Investment Advisor (RIA), Braun-Bostich & Associates, Inc. believes that implementing unique wealth management strategies around reducing taxation, gifting and keeping up-to-date on an ever-changing regulatory and legislative environment becomes imperative to achieving good planning results. Helping clients allocate assets, create trusts, provide for a legacy, utilize gain/loss harvesting, provide personalized income strategies, implement risk management strategies and asset location strategies are important processes we provide. Ultimately, we all want the same things... live well today, prepare for an uncertain future and provide for our family as efficiently and effectively as possible. .
This is what Amy Braun-Bostich, advisors and staff do for their clients - "We provide the framework to help clients achieve these things and the peace of mind that comes with it. As fee-only advisors we operate objectively, independently and transparently".