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Private Wealth Management

Streamline Your World and Optimize Your Wealth

Financial strategies for high-net worth individuals and families can be complex. When you think of wealth management, investments come to mind, but that is only part of what we do for our clients. The Halpern Financial Team comes together to build a plan customized to your unique needs, goals and dreams. 

Wealth Management

Investment Management

Wealth Optimization

Tax Reduction Strategies

Generational Wealth

Retirement  Planning

Legacy & Estate Planning

Philanthropy & Giving



While everyone's financial landscape is different, we have the expertise and digital tools to improve and simplify the management of your financial life and keep your information secure.  

As a Halpern Financial client, you'll benefit from:

    • Secure Email - Protecting your information is of utmost importance. We offer encrypted file transfer capability.
    • Bridge Financial Dashboard -  A planning and budgeting tool with a digital vault to save important documents in a secure location.
    • Black Diamond - 24/7 access to your portfolio performance and reports.