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The Financial Advisors at Wilmarth Private Wealth Management in Melbourne, Florida assist families with their financial goals. From retirement planning to saving for college, their team of experienced financial planners create personalized plans to manage wealth, investments, and financial futures. Understanding stock option plans, ERSA's, and monetizing businesses are just some of the financial planning skills brought to the table. Working closely with your CPA and estate attorney creates a trifecta of team members all working on your behalf.
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Finding a financial advisor is easy—finding one who genuinely puts your best interests first is another matter. At McCloskey & Associates Wealth Management, we are committed to providing truly independent, client-focused financial guidance. As a Registered Investment Advisor, we are free from the influence of large firms, ensuring that every recommendation is tailored to your unique needs and goals. Experience & Expertise With over 31 years of experience, we help clients seize opportunities, mitigate risks, and achieve financial security through: ✔ Comprehensive Financial Planning ✔ Retirement Planning & Wealth Preservation ✔ Investment Management ✔ Tax-Efficient Strategies ✔ Estate & Legacy Planning A Client-First Approach In an industry dominated by big institutions, we offer a personalized alternative—combining world-class expertise with dedicated, one-on-one attention. At McCloskey & Associates, we believe financial peace of mind comes from trusted guidance, tailored strategies, and an unwavering commitment to your success. Let’s build your financial future—on your terms.
We specialize in designing employer specific 401(k) plans, Cash Balance plans and Non-Qualified Tax-Free Income Employee Retention plans.
We Specialize in Health Insurance,Life Insurance,And Annuities
We are a privately-owned Christian based nonprofit development consultant firm, where in our specialized areas we address strategic plan of action that includes, startup, team development, organizational, operational, marketing, raising money, financial management, filing annual reports, grant writing and research. We value our clients and their business, and it is important to us that our clients know that they are our #1 priority. Contact us today to schedule a FREE consultation!
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We specialize in Real Estate Investment Consulting. We are experienced in long-term and short-term Real Estate Investments, Fix & Flip, Short Sales, Foreclosures. Residential and Commercial sales. Skilled in Tax Preparation, Bookkeeping and Accounting. Strong Real Estate professional with Accounting and Finance background.
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