Ready to retire? This can be a complex question with many different angles to consider. To help you assess your retirement readiness, here’s a checklist of items to account for, from determining your income needs to coming up with a tax management strategy.
Ausperity Private Wealth
Financial Services
Moorestown , New Jersey 544 followers
We give our clients the confidence they need to make major financial decisions throughout their life
About us
Ausperity Private Wealth is an independent wealth management firm committed to helping individuals and families better manage their finances through careful planning that gives them the confidence to make smarter, more informed decisions. Our objective is to help our clients enjoy the full potential of their wealth. Founded in 2021, our team has more than 40 years of combined experience and we’ve proven to be invaluable partners to our clients. As an independent firm, we are unlimited in our ability to source opportunities for our clients, tapping into best-in-class resource partners for innovative solutions. Our meticulous approach to wealth management centers on the value of planning – from budgeting to investing to saving for retirement. Working with clients across age ranges, we have a particular focus on helping both pre-retirees eager to make the most of the next phase of their life, and high-income millennials with decades of financial goals ahead of them. In each case, we focus on applying tax-minimization strategies to ensure our clients are able to optimize everything their prosperity can offer. We are highly credentialed advisors, bringing an energetic and enthusiastic approach to every client relationship – backed by an accountability that underscores our integrity and transparency. When you choose us as your advisor, we become your personal team of advisors, committed to adding value through dynamic financial planning and goals-based investment management. You will find us to be trustworthy and reliable, and our approach to be innovative and efficient. We never lose sight of what you’re looking to accomplish – with your wealth – and in your life. Please see ausperityprivatewealth.com for important related disclaimer. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Adviser.
- Website
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https://ausperityprivatewealth.com/
External link for Ausperity Private Wealth
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Moorestown , New Jersey
- Type
- Privately Held
- Founded
- 2021
- Specialties
- Financial Services, Wealth Planning, and Retirement Planning
Locations
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Primary
Get directions
224 Strawbridge Drive
Suite 110
Moorestown , New Jersey 08057, US
Employees at Ausperity Private Wealth
Updates
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Mortgage rates are approaching 7% – their highest levels all year – but homebuyers don’t seem discouraged. In fact, a robust job market and moderating inflation may be stoking home buying activity. Here’s the latest on the residential real estate market.
Mortgage rates jump higher, closing in on 7% | CNN Business
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Forget Lock-Up! Access Private Markets with MORE Flexibility! Tired of missing out on private market returns? Traditional private equity locks you in for years. This video unveils a game-changer: Evergreen & Interval Funds! Invest in high-growth companies with greater liquidity and potentially lower minimums. Unlock a new path to wealth creation! #privateequity #investing #evergreenfunds #intervalfunds
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Ausperity is thrilled to introduce you to our newest team member, Alexandra Kornafel! She is joining the team as a Relationship Manager, so we're sure you'll be hearing from her very soon. Alex graduated from Drexel University cum laude with a degree in Finance. She was also a student athlete who spent her time playing soccer, receiving an NIL deal with the Wells Fargo Center. Alex also served as a production manager at her most recent co-op with Estee Lauder. Alex grew up in Medford Lakes, NJ and attended Shawnee High School. In her free time, she loves going to the Jersey Shore, watching Philadelphia sports teams, and exercising!
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Grateful to have our team back at Cathedral Kitchen, giving our time and energy once more to support a cause we believe in. Together, we make a difference! Shane Fox, CPFA, CRPC®, Monica Khalid, Alexandra Kornafel, Rory O'Hara, CFP®, CRPC®, Geoff Degener, CPFA, Jennifer Fisher, ChFC®
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The key to unlocking the retirement of your dreams is saving early and often. Even small contributions to your various accounts – 401(k)s, IRAs, and even taxable brokerages – can add up over time thanks to the power of compounding. If you’re getting a late start and feel behind on your savings, here are five ways to get caught up.
Five Ways to Catch Up on Retirement Savings
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Ausperity wants to congratulate Rory O'Hara, CFP®, CRPC®, Geoff Degener, CPFA, and Shane Fox, CPFA, CRPC® for their well deserved ranks in AdvisorHub's 1000 Advisors to Watch lists! Check them out here: https://lnkd.in/euXccMff https://lnkd.in/e5fkTGNm (Source: AdvisorHub 1000 Advisors to Watch under $1B (2024) and 1000 Advisors to Watch 100 Next Gen (2024), created by AdvisorHub. Presented in June 2024 based on data gathered from January 2023– December 2023. No fee was paid to be included in the ranking. Not indicative of advisor's future performance. Your experience may vary.)
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Jennifer Fisher, ChFC® and Monica Khalid attended an all-day Mastermind group in Philly. They got to connect with other "like-minded" individuals to share their firm's best practices and goals.
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Exciting news! Proud to share an insightful article by our very own Rory O'Hara, CFP®, CRPC®, on Forbes Finance Council. Rory dives into the crucial topic of family wealth planning and preparing the next generation. A must-read for anyone interested in securing a prosperous future for their loved ones. Click below to gain valuable insights! https://lnkd.in/ea6MgiTM #WealthPlanning #FinancialFuture #Leadership #CongratulationsRory
Council Post: Family Wealth Planning: Preparing The Next Generation
social-www.forbes.com
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Stay ahead of the market! Join us for the 'Mid-Year Market Update' with Mary Ann Bartels and Rory O'Hara, CFP®, CRPC® and get expert analysis on the latest trends. Join us on July 18th, 2024 at 12pm!
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