Neal Deutsch

Neal works with each client to determine his or her specific aims, goals and objectives. Once that has been determined, he educates his clients in the areas necessary to help the client accomplish their objectives through the use of trusts, asset allocation, tax strategies and proper money management. Well versed in complex estate planning and family planning issues, he specializes in helping his clients identify their needs, and establishing a program with his in-house team of attorneys, accountants and money managers to achieve them. Family and inter-generational planning is a subject dealt with regularly, as well as business and retirement planning. Both Neal and Chestnut pride themselves on the personal care given to each client.