About
Neuwirth Associates LLC leverages the actuarial perspective to pioneer new and innovative strategies to protect against financial risks and drive better financial outcomes. We bring actuarial, tax and financial product expertise to CFPs, CPAs, family lawyers, loan officers, investment advisors, and retirement plan sponsors in areas like retirement planning, asset division in divorce, and life insurance/annuity analysis. Our approach uniquely balances time, risk and money, leveraging tax-efficient strategies.
Actuarial principles have long ensured the solvency of major insurers, yet individuals now bear greater responsibility for retirement and risk management. The shift from pensions to 401(k)s, along with complex financial products and regulatory changes, adds uncertainty. Neither technology nor simple rules suffice for secure financial planning.
Peter Neuwirth, Barry Sacks and Jackie Chin have spent decades guiding clients through evolving financial landscapes. While the world is changing, time-tested actuarial principles are not. They are vital tools to ensure stability and confidence in retirement. These principles can also be very effective in driving better outcomes for asset division in “Silver Divorce”.
Our mission at Neuwirth Associates is to provide expert advice grounded in actuarial rigor to help clients safeguard wealth and achieve financial success in retirement and divorce.
