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Wealth Planning Focus Target conservative retirees in South Florida with comprehensive retirement and risk analysis services to expand cross-sell opportunities into estate planning referrals and legacy protection.

Family and Estate Alignment Leverage connections with Stuart Estate Planning to offer integrated estate, tax, and asset protection solutions, creating a coordinated offering for high-net-worth clients seeking generational wealth preservation.

Intimate Client Base With a small team and intimate client relationships, pursue high-margin, personalised advisory services and remarket to existing clients for referrals to retirement income and insurance planning.

Digital Presence Utilize the firm’s WordPress site and analytics tools to identify interest in retirement planning, estate planning, and insurance products for targeted content and drip campaigns.

Strategic Partnerships Position AE Wealth Management as the registered investment advisor channel to meet fiduciary needs while coordinating with Stuart Estate Planning for insurance and non-investment products to broaden solution suites.

Kirsner Wealth Management Tech Stack

Kirsner Wealth Management uses 8 technology products and services including Hotjar, WordPress, Mimecast, and more. Explore Kirsner Wealth Management's tech stack below.

Hotjar

Analytics

WordPress

Content Management System

Mimecast

Email Security

Font Awesome

Font Scripts

Priority Hints

Performance

WP Engine

Platform As A Service

Bootstrap

UI Frameworks

Autoptimize

Web Platform Extensions

Kirsner Wealth Management Email Formats	Example	Percentage
First@stuartplanning.com	John@stuartplanning.com	67%
FirstLast@stuartplanning.com	JohnDoe@stuartplanning.com	33%

Kirsner Wealth Management Email Formats

Example

Percentage

First@stuartplanning.com

John@stuartplanning.com

67%

FirstLast@stuartplanning.com

JohnDoe@stuartplanning.com

33%

Frequently Asked Questions

What is Kirsner Wealth Management's phone number?

You can contact Kirsner Wealth Management's main corporate office by phone at

+1-954-938-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kirsner Wealth Management's official website and social media links?

Kirsner Wealth Management's official website is kirsnerwealth.com and has social profiles on LinkedIn.

How much revenue does Kirsner Wealth Management generate?

As of October 2026, Kirsner Wealth Management's annual revenue is estimated to be $1M - $10M.

What is Kirsner Wealth Management's NAICS code?

Kirsner Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Kirsner Wealth Management have currently?

As of October 2026, Kirsner Wealth Management has approximately 7 employees across 1 continents, including North America. Key team members include President, Financial Advisor, And Insurance Professional: C. K., Director Of Client Operations: B. S. and Marketing Officer: G. V. H. Explore Kirsner Wealth Management's employee directory with LeadIQ.

What industry does Kirsner Wealth Management belong to?

Kirsner Wealth Management operates in the Financial Services industry.

What technology does Kirsner Wealth Management use?

Kirsner Wealth Management's tech stack includes Hotjar, WordPress, Mimecast, Font Awesome, Priority Hints, WP Engine, Bootstrap and Autoptimize.

What is Kirsner Wealth Management's email format?

Kirsner Wealth Management's email format typically follows the pattern of First@stuartplanning.com. Find more Kirsner Wealth Management email formats with LeadIQ.

When was Kirsner Wealth Management founded?

Kirsner Wealth Management was founded in 1972.

Kirsner Wealth Management

Q: How many employees does Kirsner Wealth Management have currently?

Kirsner Wealth Management has approximately 7 employees.

Q: What technology does Kirsner Wealth Management use?

Kirsner Wealth Management's tech stack includes jQuery Migrate, X-Content-Type-Options, Mimecast Secure Email Gateway, Flywheel, Google Fonts API.

Q: What is Kirsner Wealth Management's NAICS code?

Kirsner Wealth Management's NAICS code is 52 (Finance and Insurance).

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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