3i Wealth Management
integrity | intelligence | insight
Investment Management, Tax Preparation
& Business Advisory Services
Helping you navigate the way to a secure financial future.
About 3i Wealth Management
Our Firm
3i Wealth Management is an Independent Registered Investment Advisor specializing in investment management, tax preparation, IRS representation, and business advisory services. 3i Wealth Management is a fee-only advisor and does not accept commissions or referral fees. There is no incentive to sell any particular products or services. The firm has a fiduciary responsibility to its clients and always acts to place their clients’ needs above its own.
Our Mission
At 3i Wealth Management, our philosophy is built on three pillars – integrity, intelligence, and insight. Integrity means full transparency of fees. Intelligence is using combined resources and expertise in the area of finance, accounting, and tax law. Insight is what we gain from the comprehensive work we do to understand our clients' needs. We strive on building strong relationships by partnering with our clients to help them achieve their financial goals. Having expertise in financial analysis, accounting principles, and the US tax code strategically positions 3i Wealth Management to provide significant value to our clients.
Services
Tailored Investment Management
Whether it be retirement planning or investing for a child/grandchild’s education, the success of our advisory relationship begins with developing a clear understanding of our client’s financial goals and needs. A comprehensive view is the framework in setting appropriate guidelines and establishes parameters for investing portfolio assets that are consistent with the investor’s risk and return expectations. The objective is delivered by creating well-constructed portfolios within the context of the investor’s goals, risk tolerance, time horizon, liquidity constraints, taxes, and unique circumstances. The process is dynamic in nature as life-changing events occur (e.g. new liquidity needs).
Comprehensive Wealth Management Plans
A clear vision of where you want to go is absolutely essential for any goal or objective. The future of one’s financial health is determined by the seemingly small steps taken day after day. Our financial models are customized for each client’s unique budgets and circumstances which provide the framework for creating a personalized financial road map. A comprehensive modeling approach provides insight on how to optimize all current, and future, marketable and non-marketable assets to fund life-time consumption and bequests.
Strategic Tax Preparation
We don't just process your tax return. Whether it be an individual or a business, our focus is to minimize our clients' tax liabilities by strategically employing permissible tax planning strategies. The US Tax Code is ever evolving, and so are our clients’ circumstances, which can have significant tax implications. By staying abreast of both, 3i Wealth Management can help create tailored tax mitigation strategies customized to your unique situation.
Business Advisory
The numbers of your business tell a story. Understanding these numbers can help serve as a powerful tool to optimize the growth of your company. Our Business Advisory Services assist in providing guidance on how to increase the financial health of your company and assist in creating forward-thinking business strategies. We take a proactive approach to understand both the financial and non-financial aspects of the business to help you capitalize on your organization's strengths and provide guidance to help improve any weaknesses.
IRS Representation
Receiving a notice from the IRS regarding an audit or unpaid taxes can be unsettling. Working with a tax resolution specialist can help ensure your rights are protected. We will evaluate your unique situation, negotiate with the IRS on your behalf, and help prepare the best possible outcome. We have handled cases as small as a few thousand dollars to over $1,000,000 dollars.
Phone No.
973-600-9481
Contact
124 Fairfield Road
Fairfield, NJ 07004