Steven J. Giacona, CPA, MST, TEP; Founder, CEO | ROUND TABLE WEALTH MANAGEMENT
“It’s not what you make, it’s what you keep. Preserving wealth through holistic planning is what we focus on 100 percent of the time,” explains Steven Giacona, founder of Round Table Wealth Management. “Holistic planning is about everything that affects your financial well-being like taxes, insurance, investments, estate planning and philanthropy. With offices in NYC, NJ, and Boca, we serve clients with liquidity between $1 million to $150 million.
Q: What is Women of Clarity?
A: We have a special program when working with women in transition who are recently divorced, widowed or looking for financial empowerment. Knowing what is most important to a woman allows our customized and empathetic approach to be more effective than a “one size fits all” offering.
Q: Why is Round Table different?
A: We have a culture of wealth preservation and service. Our experience allows us to proactively serve individuals and families, cross-border families, residency issues when moving to Florida, retirees and business owners. We are experienced on the do’s and don’ts of U.S. and non- U.S. tax and investment issues.
Q: Why should clients hire Round Table advisors?
A: We are in the business of serving families and providing value as fiduciaries. Our mission is to “create happiness by reducing financial stress.” If your advisor is not proactive and thinking about your financial concerns holistically, we welcome an introduction and a complimentary review to get to know each other.
561/569-8239 | Roundtablewealth.com
