Experience Makes all the difference
Posluszny Wealth Management is a boutique multigenerational practice with a team that comprises seasoned veterans of the financial services industry. We work with families, business owners/entrepreneurs and corporate executives, providing them with comprehensive wealth management solutions. We proudly serve many of our earliest relationships and their extended families.
We serve as your concierge by managing your finances, being present at the critical events of your life – such as building a business, starting a family, planning for college and preparing for retirement. We're passionate about providing investor solutions that include financial planning and investment management so our clients enjoy comfort and assurance in their ability to accomplish their goals and aspirations.
Our discussions help us gain a deeper knowledge and understanding of your unique situation. This enables us to provide you with advice and guidance to help you create a game plan, review your options and implement your plan, so that you can embrace your future with confidence.
We aim to distinguish ourselves by taking the time to educate our clients throughout the financial planning process and delivering a high level of personal service. We earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.
Steven S. Posluszny
Senior Vice President - Wealth Management
Senior Portfolio Manager
Wealth Advisor
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201-441-4961