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The Leadership Edge For Wealth Management And Decision Making

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Please feel free to contact us with any questions.

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This is about you, not us...

CLU Wealth Advisors LLC, is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning.  Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses.  Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.

Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them.  Our practice centers its Financial Planning strategies around each individual's investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client's lives.  Paul is a Certified Financial Fiduciary.

 Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC.328 Newman Springs Road, Red Bank, NJ 07701.732-280-6886. Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor, offers advisory services. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Call 1-917-969-8287

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Guides readers through estimating a realistic retirement savings target.

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Explores how investment strategy changes once retirement begins.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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How much Disability Income Insurance do you need?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How Long Will Your Funds Last?

This calculator can help you determine whether you should consider converting to a Roth IRA.

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