Retirement planning should be as unique as your vision for the future. Eric Felsenfeld creates tailored retirement strategies designed to match your personal goals, lifestyle expectations, and financial priorities.

Smart investing is about more than chasing returns—it’s about building a strategy that lasts. Eric Felsenfeld designs investment plans tailored to your goals, timeline, and risk tolerance, with a focus on long-term performance and financial resilience.

Effective tax planning goes beyond filing season—it’s a year-round strategy for preserving and growing your wealth. Through proactive analysis and tailored guidance, Eric Felsenfeld helps identify opportunities to reduce tax liability, enhance savings, and align every financial move with your broader goals.