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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.

Contact Us

Please feel free to contact us with any questions.

Videos

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

Explores how investment strategy changes once retirement begins.

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Describes how Roth accounts can generate tax-free retirement income.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Use this calculator to estimate how much income and savings you may need in retirement.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How Long Will It Take to Pay my Balance?

This calculator can help you determine whether you should consider converting to a Roth IRA.

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