About Us

Senior Wealth Management, LLC is a full service financial firm specializing in multi-generation financial planning and institutional investment management. We assist families and institutions in accumulating, preserving and distributing wealth!

How We Got Started

I used to be an options trader after the Navy and finally realized I could help clients achieve their financial goals being involved in education and action.

Products & Services
I provide fee-based, commission-free, professional asset management services.  Please read below to see if this portfolio program is right for you:...
It's never too early or too late to improve your grasp on finance basics. Senior Wealth Management LLC offers financial literacy education to indiv...
Financial Checkup-Business Finance by Senior Wealth Management LLC
Review the company's financial status, then recommend possible solutions.
Recommendations Given (23)
"Hi Jacob, Thanks for connecting. It appears you are a vape shop. There is information coming..." Read more "Hi Jacob, Thanks for connecting. It appears you are a vape shop. There is information coming out that is warning about the dangers of vaping. Can you educate me on what's really going on? Just a background bit: I ran a call in talk program on WEDO out by your way for 4 years which was successful but one of our major supporters was Burton Hirsch Funeral Home which was hit by lightening and totally destroyed. That killed the program as well. We had a big footprint to Erie and hope to bring the program back probably as an audio post. "
"I recommend Kelli Robbins who I have known for many years. Extremely client oriented and..." Read more "I recommend Kelli Robbins who I have known for many years. Extremely client oriented and dedicated and a real pleasure to work with!"
Recent Activity

Andy "Hirsh" from Senior Wealth Management LLC Answered this on February 28, 2021
Income is down 50%! (more) Income is down 50%!

Andy "Hirsh" from Senior Wealth Management LLC Answered this on March 23, 2020
Move towards income while protecting the downside with put options. (more) Move towards income while protecting the downside with put options.

Andy "Hirsh" from Senior Wealth Management LLC Answered this on March 02, 2020
Depending on how complicated it is, it's worth a true honest professional.  Whatever the cost will be much less than your time trying to figure it out plus the cost of covering any mistakes,  Even though I am good with taxes, I have someone do them since business taxes are 35 pages long and are... (more) Depending on how complicated it is, it's worth a true honest professional.  Whatever the cost will be much less than your time trying to figure it out plus the cost of covering any mistakes,  Even though I am good with taxes, I have someone do them since business taxes are 35 pages long and are worth the cost on many levels.  Hope that helps! Andy

Andy "Hirsh" from Senior Wealth Management LLC Answered this on November 27, 2019
Going to Chicago to see my daughter and her husband.  Everyone should use this time as they can to enjoy and give thanks for family and friends! (more) Going to Chicago to see my daughter and her husband.  Everyone should use this time as they can to enjoy and give thanks for family and friends!

Andy "Hirsh" from Senior Wealth Management LLC Answered this on June 11, 2019
I don't do ANYTHING half way.  Fill 'er up! (more) I don't do ANYTHING half way.  Fill 'er up!
1 Reply

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