You deserve great financial advice and planning services.

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WE SPECIALIZE IN:

Saving you money – if you already have a financial plan, investments or insurance, we can identify areas in which fees and taxes could potentially be reduced.

1

Tax Planning

Helping develop strategies to minimize personal, corporate and trust taxation…

2

Investments

We focus on low cost investments, allowing you to keep more of your money…

3

Insurance

Planning for the unexpected and safeguarding what’s important to you…

4

Mortgage Planning

Plan for major expenditures, assist in negotiations…

5

Estate Planning

Protecting your legacy while incorporating tax minimization strategies…

6

Business Services

Providing access to the best retirement and insurance plans…

WHO WE ARE

We assist our clients in the three “W’s” of wealth:  wealth creation, wealth preservation, and intergenerational wealth transfer.

At Astoria Wealth Management, our approach is holistic, comprehensive and tailored specifically to you. We understand that your financial plan should be unique to you, your business and your life goals. As your needs grow in complexity throughout life’s different stages, we work closely alongside you and we can call on a team of outside professionals in order to assist in delivering the best possible solutions.

Whatever you would like to achieve, we provide the professional advice you need, from start to finish.