Kirsner Wealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Kirsner Wealth Management is a financial services firm operating in South Florida, providing comprehensive wealth management and retirement planning with a conservative approach. The practice emphasizes helping clients age 60 to 80 align their retirement strategy with personal goals, incorporating risk and income analyses to inform decisions." They work with a team of professionals and offer access to related specialists, including estate planning attorneys focused on preserving assets for heirs and safeguarding against future risks such as divorce, lawsuits, and creditor claims. The firm operates as an investment advisory practice through AE Wealth Management, LLC, while insurance products are offered through Stuart Estate Planning, and it notes that AE Wealth Management and Stuart Estate Planning are separate entities." } } {

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