Changing jobs can be both exciting and overwhelming. You might be facing critical decisions about what to do with your 401(k), managing stock options, understanding new benefits packages, or ensuring your retirement plans stay on track. These decisions can feel daunting, but you don’t have to make them alone. At Behrend Wealth Management, it is our hope to simplify the process and provide qualified guidance so you can confidently navigate your financial options and protect your future.

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It’s common to feel uncertain about what to do with an old 401(k) or other retirement accounts from a previous employer. Should you roll it over, leave it where it is, or cash it out? Each option has its own set of potential benefits and risks, and the best choice often depends on your unique financial situation.

At Behrend Wealth Management, our team seeks to help you evaluate your available options, pursue strategies to avoid costly mistakes, and work toward making informed choices that support your financial future. Our goal is to provide guidance so you can feel more confident in your retirement planning decisions.

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Planning for retirement can feel like a big task, but it’s one of the most important steps toward securing your future. Whether you’re just starting to think about it or you’re ready to dive into the details, Behrend Wealth Management is here to help. We’ll work with you to create a personalized retirement plan that aligns with your goals, lifestyle, and timeline—so you can feel confident that you’re on the right track to pursuing the retirement you envision.

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Life insurance is an essential part of safeguarding your family’s future, but figuring out the right coverage can be confusing. At Behrend Wealth Management, we understand how important it is to protect your loved ones financially. We’ll help you assess your needs, explore different types of life insurance, and choose the right policy that fits your situation—ensuring that your family will be taken care of no matter what life brings.

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Knowing if you’re on the right path for retirement is crucial to achieving your financial goals. By providing just a handful of key details—like age, desired retirement age, income sources, and current savings—we can analyze your situation and provide a personalized Retirement Score. Fill out the form below to get started!

Taking the first step toward securing your financial future can feel overwhelming, especially if you’re not sure where to start. At Behrend Wealth Management, we make the process simple. Whether you’re thinking about saving, investing, or planning for retirement, we’ll help you understand your options and guide you toward a clear, actionable plan. Let us help you build a strong foundation for your financial future—starting today.

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If you’re a high-income earner or have significant assets, taxes can feel like a major drain on your financial success. The good news is, there may be strategies to help alleviate that burden. At Behrend Wealth Management, we specialize in tax-efficient strategies
designed to balance returns and risk. We’ll work with you to identify opportunities for tax savings and ensure your financial strategy is as efficient as possible, so you can keep more of what you’ve earned.

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If your current investments aren’t performing as expected, or you feel you’re paying too much in total fees, it may be time for a fresh perspective. At Behrend Wealth Management, we take a personalized approach to managing your investments, focusing on your unique goals and risk tolerance. We’ll review your current strategy, identify areas for improvement, and help you create a plan that aligns with your financial objectives. With us, you can feel confident that your investments are working as hard as you are. 

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Establishing or updating an estate plan is essential for ensuring your wishes are honored and your loved ones are protected. If you haven’t yet created an estate plan, or if your circumstances have changed, now is the time to take action. At Behrend Wealth Management, our team provides valuable guidance on the financial aspects of estate planning, helping you understand the implications of your decisions. While we don’t prepare wills or trusts, we can help you navigate the process and connect you with trusted legal professionals when needed. Let us assist you in creating a comprehensive strategy that aligns with your goals and gives you confidence for the future.

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If you’re dissatisfied with your current investments or advisor, you’re not alone. Many clients find that their advisors may focus too narrowly on investment returns, overlooking other crucial areas of financial planning that matter to you. At Behrend Wealth Management, we offer a comprehensive approach that goes beyond just investment performance. We’ll take the time to understand your unique goals and needs, providing holistic guidance that covers everything from tax strategies to retirement planning. Together, we’ll create a tailored plan that addresses all aspects of your financial well-being, helping you feel confident in your financial future.

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