Shusterman Financial Services wants to partner with you in a way that goes beyond traditional wealth management *. We will work with you to create the ideal plan that will set you on the path toward the life you've always hoped to lead.

Learning what is important to you is our first step to creating a personal wealth management plan specifically tailored to you. Our commitment is to do what's in your best interests. We know that your personality, experiences, hopes and dreams influence every important decision you make - financial and otherwise.

 


 New Client Requirement

Our wealth management services* are designed to provide the greatest benefit to clients with investment assets of at least $300,000.