Wealth Planning Center

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Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

22 Years

in Business

(305) 538-0060Call Visit WebsiteVisit Website Map & DirectionsDirections1691 Michigan Ave Ste 310Miami Beach, FL 33139 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Places Near Miami Beach with Financial Planners

Sunny Island (1 miles)
Brickell (6 miles)
Dadeland (6 miles)
Miami (9 miles)
Indian Creek (10 miles)
Key Biscayne (11 miles)

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Neighborhood: City Center
AKA: Wealth Planning Center LLC
Other Link: http://wealthplanningcenter.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Insurance, Investment Management, Retirement Planning Services

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Details

Phone: (305) 538-0060

Address: 1691 Michigan Ave Ste 310, Miami Beach, FL 33139

Website: http://wealthplanningcenter.com

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Wealth Planning Center

Tax Planning
“Over the last 20 years, I have built a network of amazing relationships with several of the most brilliant estate planning, tax planning and asset protection planning attorneys in the country,” says Wachter. “These relationships enable me to provide value to the highest net worth people. When it comes to life insurance, I don’t represent one company, I represent the client.”
Estate Taxes
Income Tax
In 1999, Mr. Wachter created WPC, a firm dedicated to providing exclusive tax minimization and wealth accumulation and protection strategies for professionals and the highly affluent. His organization and network consists of many well respected legal, financial and academic professionals worldwide. Mr. Wachter is a professional for those who seek to minimize estate taxes, reduce corporate or personal income taxes; maximize tax advantaged investment programs as well as protect their assets from the claims of creditors..

Investment Management

Accounting Services

Financial Planning
Wealth Planning Center, known as one of the leading firms in the country specializing in life insurance, estate planning, tax minimization and asset protection, is growing its footprint to offer its high-net-worth clients access to cutting-edge financial services spanning wealth preservation strategies, commercial and high-asset insurance and alternative investments, including SPACs. “Wealth Planning Center has become a one-stop-shop and hub for financial services,” says Marc Wachter, the founder and owner of WPC. “With this expansion, we are truly the financial planning quarterback with a best-in-class network of advisers and resources enabling us to provide sophisticated and innovative wealth preservation and accumulation strategies. We are bringing unique investment opportunities typically not available to the public, including some of the most successful SPACs in history.”
Retirement Planning
WPC offers customized solutions for both domestic and international strategies specifically designed to reduce taxes. Whether minimizing gains from a business sale or creating tax advantage retirement planning, WPC will tailor to your specific needs.
Annuities
WPC has vast experience in Life, Disability, Long Term Care and Annuities and is licensed to offer insurance products from virtually every major insurance carrier in the industry.
Long Term Care
Asset Protection
Born in New York City, Mr. Wachter attended The George Washington University, in Washington, DC, where he graduated with a Bachelor of Business Administration in Finance. He then went on to graduate from the Benjamin N. Cardozo School of Law, New York City, NY in 1991. He spent his summers working for the New York Criminal Justice Departments as well as the compliance division of the American Stock Exchange. After graduation he worked as an attorney in the fields of tax, bankruptcy and asset protection until he joined Northwestern in 1993. Mr. Wachter has been a frequent guest lecturer at many financial and estate planning conferences throughout the country and has extensive experience in sales, marketing and motivational training. He has appeared in many periodicals including Newsweek and Time magazine.

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