With a combined 50 years in the financial services industries, Zachary Steinhandler & Perry Steinhandler lead the team at Steinhandler Wealth Advisors (SWA). The Steinhandler family of companies began in 1977 by Perry & Isadore Steinhandler (Perry’s father). The core principle of taking care of clients as if they are family remains unchanged.
SWA focuses on conservative money strategies that help get you to and through your retirement.
Zachary says “We are fiercely committed to providing our clients with independent, unbiased advice. With proper planning and guidance, I am truly satisfied when my clients tell me they are able to sleep better at night after working with us."
SWA also has trusted relationships with a network of CPA’s, attorney and estate planners to ensure that all pieces of a client’s retirement puzzle are connected together.
We support and contribute to The American Cancer Society, Juvenile Diabetes Associate & Wounded Warriors Project.
With gratitude and appreciation, Steinhandler Wealth Advisors looks forward to building relationships for the next 50 years.
As the third generation of Steinhandler Wealth Advisors, Zachary Steinhandler learned from a young age to treat his clients like family. Zak always takes a personalized approach to his clients' portfolios because, as a son, a father, and a husband, he's learned that the secret to serving people and their best interests is to truly listen to them.
Now, as an Investment Advisor Representative and President of SWA, he takes an active interest in his clients' lives and their families, learning what they love, what they fear, and what keeps them awake at night so he can offer comprehensive solutions to help them reach their lifelong goals. He uses his expertise to maximize principal preservation, growth, income planning, and wealth transfer for families and small businesses, prioritizing actionable advice rather than one-size-fits-all financial plans.
Family is at the heart of everything Zak does. Whether he's helping his clients figure out how to fund their child's education or taking time out for his own children's soccer, basketball, or tennis games, Zak knows that each action he takes has a far-reaching impact in the lives of those he serves and the people he loves.
Perry Steinhandler is the Vice President of Steinhandler Wealth Advisors, and he's spent the last forty years turning his clients from strangers into family. By using conservative-money strategies focused on retirement planning and wealth preservation, Perry helps his clients create income streams to see them to and through their retirement years.
Perry has been trained to always look ahead and be mindful of the impact his actions might have far into the future of his clients and their families.