A boutique private wealth management practice focusing on retirement income planning and wealth management

You’re building wealth.
You’re creating a legacy.

We have the life experience and wisdom to help guide you.

As investment professionals with global experience, The Huiting Wealth Management Group utilizes a wide and distinct array of tools and sensibilities. But as seasoned advisors, our ability to address the specific needs of you – our client – with insightful, meaningful guidance is critical to brightening your financial picture and earning your trust.

We are proud of our high level of client service – and even prouder of the clients we serve.

Our clients are affluent and diverse – in age, stage, achievements, aspirations, and what brought them to us. We are proud to share many client passions and priorities, including international travel, music, food and wine, spending time with family and community participation.

The success of our clientele has spread them far and wide, to include multiple generations residing in over 30 states. Traveling to see them – to review changes in their lives and make timely adjustments – is of paramount importance (to them and to us).

We are fully aware that our performance determines yours.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Your Business: New Rules for Writing Off Restaurant Meals

The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.

Considerations When Making Gifts to Children

This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.

Five Tips to Regain Your Retirement Savings Focus in 2021

This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.

HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.

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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals