An Investment Program You Can Trust To Help Someone Special
To Start Saving For Their Future
Secure the future of your children, grandchildren, or other younger loved ones in your life with our heritage program.
- While estate planning primarily focuses on the orderly transfer of wealth and minimizing estate taxes, heritage or legacy planning goes beyond that to address the sustainment of wealth across multiple generations. Effective management of a family’s success from one generation to another does not come by accident. Effective wealth management requires careful, and prudent planning.
- Making plans for your family’s current and future financial needs can be quite complicated and daunting.
- Our team of planning experts can guide you through the process to help you formulate a plan tailored to your needs.
- We have helped many families and individuals to manage their wealth through our heritage program. We would welcome the opportunity to work with you.
Importance Of the Heritage Management Program
We understand that whether you are born into a wealthy family or not, most people are not equipped with the ability and knowledge to deal with many challenges that come with wealth management.
To help families overcome these complex challenges, we offer personalized sessions with our experienced professionals. We are always available to help them to help expand their knowledge, give insights and teach discipline to successfully manage their wealth.
As a family-owned business, we have proven our knowledge in legacy planning in the management of our firm. Signalert Asset Management was founded by Gerald Appel almost 50 years ago. His son, Dr. Marvin Appel took over in 2012.
Marvin has continued to build on the accomplishments of his father. Today, the company manages $200 million in client assets, mutual funds, exchange-traded funds, individual stocks, and bonds using technical analysis and active asset allocation strategies.
Providing Expert Legacy Planning Services In Great Neck, NY For Clients Around The World
We take pride in providing professional advice and legacy planning services to families in not only in the New York City area, but coast to coast as well as internationally . We work with our clients to monitor their investment portfolios and to ensure that their financial plans are meeting their objectives.