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 of experts come together to build a plan completely customized to your unique needs, goals and dreams.
Tax Reduction Strategies
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 with 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