Abacus Wealth Partners

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Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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31 Years

in Business

(215) 656-4280Visit WebsiteMap & Directions1818 Market St Ste 3740Philadelphia, PA 19103 Write a Review

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Email

Extra Phones

Phone: (215) 656-4281

Fax: (215) 656-4281

TollFree: (888) 422-2287

Payment method

cash

Location

1760 Market Street Bldg

Neighborhoods

Center City, Center City West

Other Links

http://www.abacuswealth.com

https://abacuswealth.com

Categories

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Details

Phone: (215) 656-4280

Address: 1818 Market St Ste 3740, Philadelphia, PA 19103

Website: http://www.abacuswealth.com

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Abacus Wealth Partners

Tax Planning
Charitable Giving
Money is the fuel that allows you to achieve your goals. Whether we’re talking about income, property, spending, borrowing, giving, or investing, we believe we can make any financial plan work. For some, this means focusing on improving the investment portfolio; for others, it means trimming spending. Either way, we make money simple by setting up automatic savings programs, spending plans, time-tested investment strategies, and tax-smart charitable giving.
Tax Services
We’ll work with your CPA (or find you one, if needed) to minimize your taxes and ensure your tax preparation is as organized, effective, and simple as possible.
Roth IRA
Is a post-tax retirement savings account, meaning you pay taxes up front and don’t get taxed later (when you’d likely be in a higher tax bracket). Unlike a Roth IRA, a Roth 401(k) has higher contribution limits and no income thresholds for contributing.
Income Tax

Investment Management
Historical performance results for investment indexes categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Mutual Funds
From 2004 on, Abacus became an early anchor investor in impact private equity funds, several of which have become the most successful managers in the industry. One fund brought over 10 million people out of poverty, others removed millions of tons of CO2 from the atmosphere, and several earned top quartile returns in their sector. In 2008, Abacus clients provided seed funding for the world’s first sustainable index mutual fund, which has delivered on its promise of earning market returns while having a carbon footprint that’s roughly 80% smaller than the U.S. stock market as a whole.
Wealth Management
Our Calabasas team members work in collaboration with Abacus colleagues across the country to provide comprehensive wealth management services to individuals, families, nonprofits, and foundations, both in-person and virtually.

Financial Planning
Being informed may help you make better financial decisions and reach your most important goals. Stay up-to-date on important financial planning tips, investment information, and events.
Retirement Planning
With our partners. However, while many assume you can hold off retirement planning until the twilight of your career, it’s not a goal you can afford to ignore until tomorrow.
Long Term Care
Asset Management
You won’t invest for each goal the same way. Your asset allocation represents the mix of investments you buy (Exchange-Traded Funds (ETFs), index funds, bonds, etc.). For example, your asset allocation may be more equity heavy as you prepare for retirement, setting yourself up for the most growth and having time to weather a market storm or two.
College Funding

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