Our Firm

Wasserman Wealth Management, LLC provides comprehensive investment and financial planning advice so our clients can have greater comfort and security, as well as assistance with organizing and growing their resources.Brad - Keith 021114

The firm was founded in 2003, after extensive research to select an investment philosophy that would be in the best interest of our clients.

  • As the firm’s principals are CPAs, we are able to utilize our strong financial and tax backgrounds to assist our clients in a unique and sophisticated manner.
  • We have grown through the referrals of our clients, who appreciate the rational and successful advice we provide, as well as the strong relationships we have developed.
  • As wealth managers and CPAs, we work closely with your current advisors in areas such as estate, charitable, tax and insurance planning.
  • We provide leadership and creativity to develop and ensure that your goals are properly implemented when these projects are completed.

We are affiliated with BAM Advisor Services, a nationwide network of more than 140 advisory firms with similar investment beliefs, which collectively manage over $28 billion.  For more information of this alliance, see below.