Our Services

woman with children walking in valleyAt Aurum Investment Management, we strive to make financial planning stress-free and accessible. We help clients build individualized financial plans to help guide you and your family toward pursuing your financial goals with confidence. Since we believe each plan is different and offer additional services on an individual basis, below are some of our common services.

  • Generational wealth
  • 401ks
  • Financial literacy
  • Goal based planning
  • Tax planning with our network of CPAs.
  • Retirement Planning

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