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Dennis J. Gilbert
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Wealth Transfer
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Alexander Barthalis
CONTACT US: 310.858.1935
Wealth Transfer
Wealth Transfer utilizes insurance-based products to provide a low risk, tax-free solution.
Grow and Protect Assets
We recommend a highly diversified insurance portfolio based on financial goals, for protection of personal, business and real estate properties.
Reduce Taxes
We recommend “repositioning” of assets to defer, minimize or avoid taxes from asset accumulation phase to asset distribution period.
Improve and Sustain Lifestyle
We recommend lifestyle protection in case of Critical illness, Chronic Illness, Terminal Illness, Disability and/or Longevity.
CONTACT US: 310.858.1935
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