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The Leadership Edge For Wealth Management And Decision Making

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.

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 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.

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Call 1-917-969-8287

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

We have interesting videos for you to watch on my site.

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Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Car Affordability

How much can you afford to pay for a car?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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