
At Fine Wealth Management, we work tirelessly with our individual, charitable and corporate clients, as well as the clients of our RIA & IMO partners, CPAs and attorneys providing comprehensive investment and insurance consulting, design, and implementation. We do this with a constant goal and focus to create tax efficiency for those individuals which we are priviledged to work. Fine Wealth Management is located in Boca Raton, Florida. Our team works with clients and industry partners throughout the United States, as well as on an insurance specific basis internationally.
We designed this website to provide you access to timely and time-tested newsletters, articles, research reports and goal based calculators. These features are in place to allow you to begin to gain a better understanding of the concepts behind individual and corporate investing and insurance design; as well as the substantial total return, "living" and tax efficient benefits that can be realized when investment and insurance solutions are strategically and suitably designed and deployed in tandem.
The above paragraph said, it's our belief that nothing compares to actual conversation when the topic concerns your family or your company's financial well being and peace of mind. As our company's founder, Jeffrey Fine, is often heard saying, "virtually everything great that has been accomplished by people, has started with a conversation or a question".
If you would like to see what greatness you, your organization or your organization's financial services clients can accomplish working with Fine Wealth Management, please let us know. If you would like to discuss our company's FINE Playbook (Focus, Investigate, Navigate, and Educate) that we utilize as our foundation to meet and exceed the financial goals, expectations and understanding of our individual, charitable and corporate clients, as well as our industry partners and their clients; we look forward to hearing from you and we are at your service.
COVID-19 Update:
At Fine Wealth Management, we have regularly utilized virtual on-line meetings for years with our clients and industry partners. Since the beginning of the COVID-19 pandemic, we have seamlessly held these virtual meetings multiple times per day.
If you are interested in scheduling a virtual appointment, please don't hesitate to let us know. Please rest assured, these appointments comply with the utmost of social distancing standards, by 100% eliminating any and all direct contact.
Newsletters
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Net Price Calculators Help Gauge College Affordability
Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
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Six Steps to Starting a New Business
Have you thought about starting your own business? Here’s an overview of some important first steps in the entrepreneurial process.
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Looking Back, Looking Forward
See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.