SET WEALTH INC LLC
BOCA RATON, FLORIDA

SET Wealth, Inc., founded in October 2016 and headquartered at 21087 Bella Vista Circle, Boca Raton, Florida, is a dedicated independent financial services firm specialized in assisting individuals with developing comprehensive retirement income strategies. The firm prides itself on building lifelong relationships founded on performance and trust, aimed at guiding clients to achieve their desired retirement outcomes through strategic planning and tailored insurance products. At the helm of SET Wealth is Steven E. Trachtenberg, the seasoned president who began his career with PaineWebber and Company Stock Brokerage. His professional journey includes roles as publisher of two magazines, one sold to The Los Angeles Times and the other to The Miami Herald. With his educational background in business administration and finance from the University of Maine, Steven's commitment is to provide valuable financial solutions for clients approaching or currently in retirement. SET Wealth offers an array of services designed to help individuals maintain control over their future by developing personalized strategies for financial independence. This includes offering insightful guidance to optimize retirement income plans, utilizing various investment and insurance products tailored to client needs. The firm also explores innovative crediting methods, such as those found in equity index universal life contracts, which provide competitive interest rates even in low-rate environments. Incorporated under Florida's regulatory framework with a filing number L16000184533 as an FLAL company type, SET Wealth maintains its registration active and up-to-date. Its most recent annual report was filed on April 29, 2024, showcasing continuing compliance with state requirements and dedication to serving the Palm Beach County community. For inquiries or to learn more about their expertise in financial management and independent advice, clients can reach SET Wealth through their provided contact numbers or visit setwealthinc.com.