About Round Table Wealth Management

Our goal is to preserve capital and enhance wealth by providing comprehensive investment advisory services within the context of establishing and maintaining long-term client relationships. As an independent, fee-only firm, we serve our clients with complete objectivity and manage conflicts of interest effectively.

Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021

We believe there are numerous strategies that can be implemented to help navigate short-term market volatility as well as plan for long-term potential tax policy changes that a Biden administration may implement. This webinar provides a broad overview of several tax, financial planning, and investment strategies we feel are important in 2021.

By |2021-03-18T19:14:52+00:00March 9th, 2021|In the News, Webinars|Comments Off on Six Essential Financial Planning and Investing Topics Big4 Accounting Firm Partners Should Review to Start 2021

Medicare: Understand Your Options and Meet the Deadlines

Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!

By |2020-10-15T13:23:26+00:00October 13th, 2020|Insurance, Women of Clarity, Women Of Clarity|Comments Off on Medicare: Understand Your Options and Meet the Deadlines

Advanced Financial Planning Strategies for Accounting Firm Partners

Presenters will include partner, Bruce Hyde, CPA, MS and wealth advisor, Frederic Behrens, JD, CFP®. Round Table Wealth Management is a New York based independent registered investment advisory firm founded twenty years ago and now manage in excess of $1 billion of assets.

By |2020-10-01T19:53:52+00:00July 20th, 2020|In the News, Webinars|Comments Off on Advanced Financial Planning Strategies for Accounting Firm Partners