What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Kirsner Wealth Management, 5350 W Hillsboro Boulevard, Ste 103, Coconut Creek, FL (2026)

Since 1972 Kirsner Wealth Management has worked with retirees who want to help preserve their wealth and leave a legacy to their family. We are a full-service, conservative wealth management planner in South Florida. We focus on working 60 to 80 year olds with an emphasis on creating a retirement plan that is in line with their goals and needs. Craig Kirsner, MBA, is the President of Kirsner Wealt

h Management and has over 27 years of experience working within the financial service industry, and has been an investment adviser representative since 2017 for retirees. We provide comprehensive risk analysis and income analysis services as well. We have a strong team of professionals and can refer you to professionals such as Estate Planning Attorneys who focus on creating Estate Plans designed to help minimize the risk to the assets you leave to your Children and Grandchildren, protected from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline

We're not just a family owned business....Family is our business!! Insurance products are offered through the insurance business Stuart Estate Planning. Kirsner Wealth Management is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. The insurance products offered by Stuart Estate Planning are not subject to Investment Advisor requirements. AEWM is not affiliated with Stuart Estate Planning. Investing involves risk, including the potential loss of principal. Any references to protection benefits, preservation, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 03058232- 1/26

06/08/2026

Concerned about higher taxes in the future? Our latest tax planning book: IRA Owners: Help Defuse Your Ticking Tax Time-Bomb is now available!

In this book, Craig Kirsner, MBA, and Steven Kao, MBA, CAIA, share retirement and IRA tax-planning strategies designed to help retired millionaires preserve more of their wealth, reduce unnecessary taxes, and leave a lasting legacy for their children and grandchildren.

In the book, you'll learn:
• Strategies to help protect the assets you leave your children and grandchildren from future divorces, lawsuits, and creditor claims
• Ways to help preserve retirement assets during future market downturns
• Tax-planning concepts that may help reduce the impact of future tax increases
• Strategies designed to help protect surviving spouses and beneficiaries from potentially higher taxes
• Legacy-planning techniques to help maximize what your family receives and minimize what goes to Uncle Sam
Whether you're already retired or approaching retirement, understanding how taxes may affect your IRA could have a significant impact on your family's financial future.

Amazon: https://www.amazon.com/Owners-Help-Defuse-Ticking-Time-Bomb/dp/B0H4976L17

Want a complimentary copy?

Attend one of our retirement dinner workshops at Ruth’s Chris or Abe & Louie’s steakhouse in Boca Raton or Fort Lauderdale and schedule your first appointment to receive a complimentary copy of Craig’s book.

Learn more at https://kirsnerwealth.com or call 1-800-807-5558 for upcoming dates and to reserve your seats.

Already a client? Bring a friend who may benefit from retirement planning insights — we’d love to have them join you!

04/17/2026

A Memorable Night at the Gator100! 🐊🎉

We’re proud to share that Craig Kirsner, President of Kirsner Wealth Management, was ranked #94 in the 2026 Gator100 fastest growing Gator Owned Businesses!

Craig shared: “It was truly an honor to be recognized among so many accomplished University of Florida alumni and fast-growing businesses.

Being back on campus brought back great memories, and it was incredible to see how much Gainesville has grown over the years. Walking around familiar spots and the football game with my wife and sons and dad and step-mom made it a really special experience.

I’m incredibly grateful to our entire team at Kirsner Wealth Management for their hard work and dedication — this recognition wouldn’t be possible without them.

Craig Kirsner was named a 2026 Gator100 honoree by the University of Florida. The Gator100 recognizes the top 100 fastest-growing businesses led by University of Florida alumni, based on revenue growth over a specified period. Honorees are selected through a committee process. Investment performance is not considered, and no fees, applications, or nominations were required to be considered for this recognition.

04/11/2026

Because your pets are family, too 🐾
We recently sent out a few gift boxes with treats and toys for some of our clients and their beloved companions.
At Kirsner Wealth Management, we’re proud to support your retirement planning while being part of the relationships that matter most.
We sincerely appreciate your trust and confidence in us.

04/10/2026

Big Night for Craig Kirsner! 🐊🎉

Tonight’s the night!

Craig Kirsner, President of Kirsner Wealth Management, is attending the 2026 Gator100 celebration this evening, where the official rankings will be announced.

After being named a Gator100 honoree, tonight marks the moment Craig will learn his placement among the University of Florida’s fastest-growing alumni-led businesses. It’s an exciting milestone, and we’re proud to see his leadership and growth recognized on such a prestigious stage.

Stay tuned for the results 👀

of Florida

Craig Kirsner was named a 2026 Gator100 honoree by the University of Florida. The Gator100 recognizes the top 100 fastest-growing businesses led by University of Florida alumni, based on revenue growth over a specified period. Honorees are selected through a committee process. Investment performance is not considered, and no fees, applications, or nominations were required to be considered for this recognition.

Address

5350 W Hillsboro Boulevard, Ste 103
Coconut Creek, FL
33073

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.kirsnerwealth.com/

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Kirsner Wealth Management