Kirsner Wealth Management

Financial ServicesFlorida, United States2-10 Employees

Kirsner Wealth Management is a full-service, conservative wealth management and retirement insurance 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. 

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.

Craig Kirsner, MBA, is the President of Kirsner Wealth Management and has been licensed in the insurance business for 25 years.

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 an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Stuart Estate Planning are not subject to Investment Adviser requirements. AEWM is not affiliated with Stuart Estate Planning.

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. 3056489 - 1/26

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