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ABOUT BACKAL POMERANTZ WEALTH MANAGEMENT

At Backal Pomerantz Wealth Managment, we offer securities and advisory services through United Planners Financial Services of America, Member FINRA, SIPC.

We believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. We ask targeted questions and listen closely to your answers. We provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track.

We believe success should be measured not just by your financial well-being, but by how confident you feel about your future. Our mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

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With all the volatility in the market today, are you certain you can handle all the risk in your current portfolio? Click above for a brief questionnaire to determine your risk tolerance and allow us to guide you with investment options. 

RETIREMENT PLANNING

Enjoy the fruits of your labor. Hamilton Financial will help plan for your retirement and excite you for what’s to come.

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LIFESTYLE PLANNING

Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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INVESTMENT PLANNING

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

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MEET OUR TEAM

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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OUR GOALS

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

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