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Reasons to do business with David Schaum

Reasons to do business with David Schaum:

1. Expertise: We possess extensive knowledge and expertise in various financial areas, such as investment strategies, tax planning, estate planning, and risk management.

2. Customized Solutions: We can offer tailored financial solutions that align with the unique goals, risk tolerance, and financial situation of the individual.

3. Access to Exclusive Opportunities: Through our network and industry connections, we can provide access to exclusive investment opportunities, private equity deals, and alternative investments.

4. Wealth Preservation: We specialize in helping clients protect and preserve their wealth, utilizing strategies such as diversification, asset allocation, and risk mitigation.

5. Comprehensive Financial Planning: We offer comprehensive financial planning services that encompass all aspects of the client’s financial life, including retirement planning, philanthropy, and succession planning.

6. Proven Track Record: We have a strong track record of success, with a history of helping our clients to achieve their financial goals.

7. Trust and Confidentiality: We prioritize building trust and maintaining strict confidentiality, assuring clients that their personal and financial information will be safeguarded.

8. Market Insights: We provide valuable market insights and analysis, helping clients navigate changing economic conditions and identifying emerging investment trends.

9. Risk Management: We have expertise in identifying and managing risks, implementing strategies to protect clients’ wealth from market volatility and unforeseen events.

10. Tax Optimization: We offer sophisticated tax planning strategies to help clients minimize their tax liabilities and maximize after-tax returns.

11. Estate Planning: We assist clients in efficiently transferring their wealth to future generations, minimizing estate taxes, and ensuring their legacy objectives are met.

12. Family Office Services: We can provide family office services, coordinating and managing various financial aspects for high net worth families, including investment management, financial reporting, and family governance.

13. Philanthropic Guidance: We offer guidance on charitable giving and philanthropic endeavors, helping clients establish foundations, donor-advised funds, and impactful giving strategies.

14. Long-Term Relationship: We are committed to building long-term relationships with our clients, providing ongoing guidance and support throughout their financial journey.

15. Risk Assessment: We conduct thorough risk assessments, evaluating the client’s financial situation and goals to develop a risk management strategy that aligns with their needs.

16. Network and Resources: We have a strong network of professionals, including legal experts, accountants, and estate planners, who can collaborate to provide comprehensive solutions for our clients.

17. Transparent Fee Structure: We maintain a transparent fee structure, clearly outlining the charges and fees associated with our services, ensuring clients have a clear understanding of the costs involved.

18. Education and Empowerment: We believe in educating and empowering our clients, providing them with the knowledge and tools to make informed financial decisions.

19. Proactive Communication: We maintain regular and proactive communication with our clients, keeping them informed about their portfolio performance, market updates, and any relevant changes in the financial landscape.

20. Results-Oriented Approach: We focus on delivering tangible results and achieving financial milestones, consistently striving to enhance our clients’ financial well-being and help them achieve their goals.

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    About Schaum
    Wealth Management

    Experience, intellectual capital and dedicated personal service to help you meet your life goals.

    Schaum Wealth Management leverages my 40 years of experience and robust firm resources to deliver highly-personalized, comprehensive solutions across Banking, Lending, Investing and Wealth Planning.

    In 1983, David Schaum, a former CPA became a financial advisor to provide investment management, as well as financial planning and investment banking for a limited number of high net worth individuals and families, institutions, corporate entities and not-for-profit corporations.

    If You Have A Portfolio Of $500,000 Or More, Give Us A Call!