Broker Check

Services

At Ledgewood Wealth Advisors, we provide comprehensive wealth management solutions including the following:


Financial Planning

  • Custom plans with regular monitoring
  • Retirement Planning
    • Cash flow analysis
    • 401(k) and 403(b) strategy
    • IRAs – Traditional, Roth and SEP
    • Profit Sharing Plans and Money Purchase Plans
  • Education Funding Planning
    • 529 Plans
    • Education IRAs
    • UGMA and UTMA
  • Estate Planning
    • Important Documents
      • Wills
      • Durable Power of Attorney
      • Trusts
      • Living wills and healthcare directives
    • Family Gifting
    • Generational Planning
  • Philanthropic Planning
  • Tax Planning

Investment Management

  • Identify objectives and risk tolerances
  • Determine asset allocation
  • Incorporate liquidity needs
  • Recommend investment portfolio
  • Rebalance
  • Monitor performance
  • Regular review

Insurance

  • Life Insurance
  • Disability
  • Long Term Care