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Our Services

At Aileron Wealth Management, we provide assistance in the following areas:

Investments

  • Stocks
  • Bonds (Taxable/Municipal)
  • Mutual Funds
  • ETF’s
  • Alternative Investments

Financial Planning

  • Comprehensive Financial Planning
  • Estate Planning (in conjunction with your attorney)
  • Tax Planning (in conjunction with your CPA)
  • Education Planning

Insurance

  • Life Insurance
  • Disability Insurance
  • Long Term Care
  • Fixed and Variable Annuities

401(k) Plan Consulting

  • Plan design
  • Investment Policy Statement Development
  • Investment Policy Statement Monitoring
  • Plan Benchmarking
  • Fiduciary Evaluations
  • Plan Investment Selection
  • Plan Investment Monitoring
  • Plan Review