ACHIEVING YOUR GOALS DEPENDS ON MAKING SMART FINANCIAL DECISIONS. BUT HOW DO YOU KNOW YOU’RE IN THE RIGHT PLACE?

OUR MISSION

Auerbach Investment Services is committed to being the firm we would personally recommend to our family and friends due to unparalleled support and unbiased advice. As a Registered Investment Advisor, we are, by definition, a fiduciary: we deliver advice that is unbiased, reasoned, and objective. We know the immense value of independent industry-leading research, and we leverage data and experience to formulate probabilities of success.  This allows us to provide objective and informed advice to our clients. Our planning models continue to evolve to stay ahead of the ever-changing financial landscape, while our emphasis is on creating an intimate and educational environment to empower our clients to achieve their wealth aspirations. 

AREAS OF EXPERTISE

Business Plan

CORPORATE PLANNING

  • Buy/Sell Agreements

  • Non-Qualified Deferred Compensation Plans

  • Succession Planning, Exit Strategies

  • Key Person Planning

  • 401(k) and Retirement Planning

  • Group Benefits

Hikers High Five

INVESTMENT PLANNING

  • Customized Portfolio Analysis and Design

  • Risk Assessment

  • Retirement Plan Strategies

  • Life, Disability and Long-Term Care

  • Charitable Planning

Happy Family

GENERATIONAL PLANNING

  • Estate planning

  • Plans to maximize inheritance for Generational Wealth

  • Coordinate with your attorney and/or CPA for SLATs, IDITS, BIDITs, CLATs, GSTs, FLPs, CRTs, etc.

  • Control of assets and privacy

  • Philanthropic Giving