Welcome.

You have ambitions, dreams, and hopes for yourself and your family.  Logic Wealth Management is focused on helping you achieve these goals by navigating through the expected and unexpected.

What We Do

Through our team of advisors, we are able to offer comprehensive wealth management services.  Below are some of the services we offer to our valued clients:

• Investment Management including Social and Enviromentally Conscious Investing
• Insurance & Risk Management
• Tax Planning & Strategies
• College Funding & Planning
• Retirement Planning
• Estate Planning
• Business Retirement Planning including 401k and defined benefit plans

Comprehensive Wealth Management

Although our focus is on holistic financial planning, we can help coordinate additional niche advice and services from other professionals such as CPAs and estate planning attorneys to help you understand and make the most prudent financial decisions.  Below are some of the services that we can help coordinate:

Accounting & Business Consultation

• Tax Preparation, Business Valuation, Acquisition/Sale of Business Analysis, Cash Flow Analysis, Financial Projections Analysis, and Corporate Strategies

Legal Advice

• Will and Trust Drafting, Estate Planning Strategies & Implementation 

Real Estate

• Investment Property, Property Management, and Brokerage