Since 1972 Kirsner Wealth Management has worked with retirees who want to help preserve their wealth and leave a legacy to their family. We are a full-service, conservative wealth management planner in South Florida. We focus on working 60 to 80 year olds with an emphasis on creating a retirement plan that is in line with their goals and needs. Craig Kirsner, MBA, is the President of Kirsner Wealt
h Management and has over 27 years of experience working within the financial service industry, and has been an investment adviser representative since 2017 for retirees. We provide comprehensive risk analysis and income analysis services as well. We have a strong team of professionals and can refer you to professionals such as Estate Planning Attorneys who focus on creating Estate Plans designed to help minimize the risk to the assets you leave to your Children and Grandchildren, protected from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline
We're not just a family owned business....Family is our business!! Insurance products are offered through the insurance business Stuart Estate Planning. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. The insurance products offered by Stuart Estate Planning are not subject to Investment Advisor requirements. AEWM is not affiliated with Stuart Estate Planning. Investing involves risk, including the potential loss of principal. Any references to protection benefits, preservation, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 03058232- 1/26
