Wealth Accumulation and Preservation Strategies

  • Private Managed Accounts
  • Investments
  • Annuities (Variable and Fixed)
  • Long -Term Care Insurance
  • Section 529 College Funding Plans
  • Retirement Accounts
  • Corporate and Small Business Pension Plans
  • Life Insurance

In association with your tax and legal professionals, we also offer:

  • Wills and Trusts: Planning and Analysis
  • Income Tax: Planning and Analysis
  • Tax and Probate Reduction Strategies
  • Irrevocable Trusts: Irrevocable Life Insurance Trusts (ILIT)
  • Charitable Planning

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The LPL registered representatives of Costello Wealth Management may only discuss securities or transact business with persons who are residents of AZ, DC, FL, NY, PA, SC, and VA. Securities and Advisory Services Offered Through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC
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