Edward Anthony Conti

About

I have a niche practice which focuses on two specific groups: Wealth Accumulators: Those who understand that wealth is accumulated by spending less than you earn. These clients are typically professionals in tech or health care between the ages of 25 and 55 with household incomes of 250,000 or more. I believe they desire professional management of their finances with a goal of optimizing their investments, having contingencies for unexpected events and a written financial plan to pursue their goals. Wealth Preservers: Those who are retired or nearing retirement with financial assets of 1M or more. I believe they want to manage their risk profile, mitigate taxes, protect their assets and explore how to transition their wealth to their heir