EIGHTH WONDER INVESTMENTS

 

WHAT WE DO:

We help individuals and families with comprehensive financial planning and investment management tailored to their unique financial goals. Below are some of our most popular services.

RETIREMENT PLANNING

EMPLOYEE BENEFITS

Business Meeting

Everyone has unique goals in retirement. We help create unique retirement plans tailored to your specific needs. Whether you are just entering the workforce, planning to retire soon, or already in retirement, we are here to guide you on your journey.

TAX PLANNING

Job Interview

Employee benefits are sometimes cumbersome and difficult to understand. Let us help you ensure you are selecting the proper benefits to take advantage of employer offerings. From retirement plans such as 401(k)'s to health insurance and everything in between.

COLLEGE PLANNING

Brainstorming

Paying taxes is never enjoyable. We help you plan in order to minimize the amount of taxes you pay, keeping more of your hard-earned money in your pocket where it belongs.

ESTATE PLANNING

Graduation Caps

Looking to send a child, grandchild, or other loved one to college? We can create a plan that will help fund their education.

INVESTMENT MANAGEMENT

Business Meeting

No matter how large or how modest, everyone has an estate and something in common -- you cannot take it with you when you die. Let's make sure your wishes are carried out to benefit the individuals and/or organizations that matter most to you.

Quick Sync

We manage your investments based on your unique needs and goals, so you can focus on living your life, and worrying less about your money.

 
 
Meeting

ABOUT US

Our Story

Eighth Wonder Investments was created to help individuals with financial planning and investments. The name "Eighth Wonder" comes from a quote from Albert Einstein stating that "Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn't, pays it."

At Eighth Wonder Investments, we help our clients take advantage of the eighth wonder of the world through fully customized financial plans and investment solutions, tailored to each client's specific financial needs.

 

CONTACT US

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