Withum Rolls Out Withum Insurance Advisors (“WIA”)
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As one of the most important financial instruments, insurance provides funding at exactly the moment needed. Unfortunately, it is also one of the most complicated and a topic that most would prefer to avoid. Withum Insurance Advisors help take the uncertainty out of the process by finding you a suitable solution to meet your needs through a process you can trust.
WIA also broker sophisticated transactions for high net worth clients and their businesses, which include estate tax and liquidity planning, tax mitigation on investment earnings, creditor protection, alternative health insurance plans and risk management tools to replace or supplement traditional coverage at reduced costs.
Led by Anthony Sardis as President of Withum Insurance Advisors, he previously worked for major financial institutions, where he also has experience as a tax lawyer, accountant and commercial banker. Tony has spoken extensively throughout the country and is widely published. He received his B.A. degree from Yale University and completed a joint law degree program, receiving his LL.M. in Taxation from New York University and his J.D. from Rutgers University.
Withum Insurance Advisors provides a complementary review of your insurance programs. For more information, visit our main Withum Insurance Advisors page.