TOP 30 Institutional wealth in Jim Thorpe, Pennsylvania

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Mauch Chunk Trust Wealth Management is a reputable financial institution located at 1202 North Street in Jim Thorpe, Pennsylvania, United States. Specializing in wealth management, this institution offers a range of services to help clients effectively manage and grow their assets. With a team of experienced and knowledgeable professionals, Mauch Chunk Trust is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are planning for retirement, investing for the future, or looking to protect your wealth, Mauch Chunk Trust Wealth Management is committed to helping you achieve financial success.

Freedom Bridge Capital Deferred Sales Trust is a finance institution located at 1578 Pennsylvania 903, Jim Thorpe, Pennsylvania, United States. The institution specializes in helping business and property owners defer capital gains tax on the sale of their assets through a legal and proven investment strategy known as the Deferred Sales Trust (DST). By utilizing the DST, owners can defer paying high capital gains taxes, potentially saving up to 20-35% of their profit. The DST offers tax benefits, flexible investment options, liquidity, and wealth succession opportunities for owners and their families. The Deferred Sales Trust is governed by IRC 453 of the Internal Revenue Code, allowing owners to defer capital gains taxes legally. Through the DST, owners can build a passive income stream, spread out their capital gains taxes over time, and secure their promissory note with diverse investments. The institution's team of professionals works closely with owners to complete transactions, set up payment structures, and create wealth succession plans.