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