The Pomeranz Group

Financial Advisors with your objectives in mind.

We help a select group of families and businesses handle their financial affairs.  Our clients benefit from our creation and implementation of a strategy that allows them to comfortably pursue their goals in any economic environment.

We provide comprehensive wealth management strategies.  Through constant communication, careful analysis, and planning, we create custom tailored programs that address the unique needs of our clients and help them work towards their financial objectives.

Investing starts with a plan.
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

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