Client Alert - December 20, 2013
Cohen Seglias is pleased to announce that Wayne C. Buckwalter, Chair of the Firm’s Wealth Preservation Group, has once again been named a Five Star Wealth Manager. This elite group represents less than 4 percent of the wealth managers in the Philadelphia area.
The Five Star Wealth Manager program is the is the largest and most widely published wealth manager award program in North America. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
Five Star Professional partnered with Philadelphia Magazine to recognize the selected group of wealth managers in the Philadelphia area. Wayne Buckwalter, along with other award winners were featured in the November issue of the magazine.
Wayne offers his experience and expertise in estate and business succession planning to the firm's clients throughout the Mid-Atlantic region. His practice includes the creation of revocable trusts, life insurance trusts, wills, charitable trusts and gifts, private annuity plans, qualified residence trusts and family limited partnerships. Wayne's expertise also includes the structuring of asset ownership, life insurance and retirement plans to creatively achieve optimal income and estate tax savings, which frequently involve restructuring existing business entities, the creation of new business entities, employee retention plans and real estate issues.
Wayne C. Buckwalter can be reached at 215.564.1700 or firstname.lastname@example.org.