Info

Edelstein Wealth Management is a registered investment advisor with the Commonwealth of Massachusetts. We provide comprehensive financial planning and investment advisory services to individuals and businesses on a fee only basis. Fee only basis means that we do not sell nor receive commissions on any financial products, but rather we are compensated by fees (usually either on an hourly rate or percentage of assets under management) paid directly to us by our clients. Our objective is to provide you with one source for financial advice in areas such as taxes, retirement planning, estate planning, insurance and investment management services. We are also in a unique position to serve the clients of Edelstein & Company because of the ability to leverage Edelstein & Company's expertise and knowledge of your particular financial picture. We believe by offering one-stop financial services, you will be able to more effectively and efficiently achieve your financial goals. Our personal financial planning services can cover planning and analysis in the following areas: Insurance Planning, Retirement Planning, Estate Planning, Investments, Education Funding and Tax Planning. Our approach to providing financial planning services is to work closely with you to fully understand your total financial picture, develop financial objectives, identify financial planning opportunities, discuss risk exposures, identify solutions and work together to implement a financial plan that is tailored to you.