ProActive Services.
Tangible and Tax-Efficient Results.
The Wacht Group
Our Mission
Protecting your assets matters more than beating averages.
At the Wacht Group, our select clients receive attentive service
with an eye on tax efficiency all year round.
Our Services
We work with a select number of clients so that we can help achieve their goals while allowing us to maintain the quality of service for each.
Retirement Planning
Estate Planning
Tax Planning
Financial Planning
Investment Management
Risk Planning
Legacy Planning
Retirement Planning
There are multiple considerations that need to be addressed as you begin planning for your retirement. From social security to 401(k)s, dual residency to a change in health insurance, the number of decisions can quickly become overwhelming. Let us guide you on your way to a successful retirement.
Estate Planning
Estate planning can be an overwhelming process. Making decisions about the future of your family and responsibilities is often emotional. It is easy to become lost in the details of the decision-making and halt the process altogether. We help clarify and simplify the process so that you can plan fully for your future.
Tax Planning
Taxes can often feel like a game where the stakes are high and the rules keep changing. There is only so much an accountant can do to put you in the best position come April. In cooperation with your accountant, we can help you create a strategy to maximize your tax situation and proactively avert major ramifications before tax season even starts.
Financial Planning
One of the cornerstones of our practice is our expertise in financial planning. We work toward turning our clients’ goals into actionable, elevated strategies that work continuously toward achieving those goals.
Investment Management
Managing your investments can feel like a full-time job, and that’s because it is. One of the cornerstones of our practice is managing the investments and assets of our clients to ensure they are positioned as favorably as possible. We take pride in anticipating challenges and working proactively to circumvent them.
Risk Planning
For many, risk is often seen as a negative circumstance. But in the world of finance, it almost always means opportunity. Finding the balance between opportunity and comfort is key to financial success. Let us help you avoid major investing pitfalls by understanding what kind of investor you are.
Legacy Planning
Many of us dream of leaving a legacy, but how many of us take actionable steps to ensure that legacy comes to fulfillment in the exact way we want? Legacy planning is more than dividing assets. It’s about capturing the intangible elements that estate planning just can’t address. Let us help you establish your legacy today.
Insurance Planning
The world of insurance is detailed and complex. From life insurance to homeowners insurance, fire insurance, and health insurance, it can be easy to get caught up in insuring everything or nothing. We can help guide you to the insurance plans that make the most sense for your needs and goals.
Employee Benefit Planning
We know you value your employees and want to provide for them fairly. But running your own business is complicated enough without having to determine employee benefit packages. Our team’s expertise can offer you the valuable guidance you need to make these vital decisions around employee benefits.
Beneficiary Planning
When it comes to preparing for the future, choosing your beneficiaries can feel like the most daunting task of all. There are so many facets to consider when determining who will benefit from the fulfillment of your trust, will, or life insurance policy. Our guidance can help clarify and simplify your decision-making.
Sale of Business Planning
When the time comes to sell your business, you might be left wondering if this is the right time or strategy for your current and future needs. With our expertise, we can help you understand the value of your business and how you can maximize the outcomes of its sale.
Charitable Giving
Incorporating charitable giving into your financial and/or legacy planning can be a little more complicated than initially perceived. Our team of experts can help guide you through the process to ensure your wealth will be put toward the causes that matter most to you, both today and in the future.
Who We Are
Your finances are complex and ever-evolving. We believe that our clients’ accounts should be structured in whichever way serves the client best. We understand your financial present and future in order to give you the quality of service you deserve. We ensure our clients understand each of our decisions before they are implemented. Not only attentive and responsive, we are also proactive in our service to our clients. That’s the Wacht Way.
HARVEY WACHT, CPA
Principal & Senior Financial Advisor
KATHY LOGAN
Vice President, Compliance & Operations and Manager – Client Relations, The Wacht Group
HARVEY WACHT, CPA
Principal & Senior Financial Advisor
Harvey joined Shufro Rose in 2001 and was named a Principal in 2003. He leads the Wacht Group.
Harvey graduated with a BBA in Accounting from Baruch College of the City University of New York, and worked at the accounting firm of Oppenheim, Appel, Dixon & Co., where he became a Certified Public Accountant (CPA). Prior to joining Shufro Rose, Harvey was Senior Vice President and Director of Private Client Services at Herzog, Heine, Geduld Inc. He also managed investment portfolios for Herzog’s retirement plans, served on the firm’s Executive Committee and had held the position of Chief Financial Officer. In addition, he held positions as Treasurer of Mutual Shares Corp. (now part of Franklin Templeton) and its registered investment adviser, Heine Securities Corp.
Harvey is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Harvey has been a member of the Sales and Marketing Division of the Securities Industry Association (SIA), the Wall Street Tax Association, and the New York Stock Exchange Sales and Marketing Committee. He serves as a mentor at Baruch College and is a member of Baruch’s Executives on Campus program.
Harvey lives in Purchase, New York, with his wife, Judy. They have two adult children and two grandchildren.
KATHY LOGAN
Vice President, Compliance & Operations and Manager – Client Relations, The Wacht Group
Kathy Logan is the Manager - Client Relations for the Wacht Group. Kathy also serves as a Vice President, Compliance & Operations and Options Trader at our firm.
Kathy's primary focus is anticipating and attending to clients' account administration, ensuring client investment strategies align with their goals.
Kathy has worked closely with advisors for almost two decades, assisting in client service, operations, and planning strategies.
Kathy received her B.S. in Business Administration with a concentration in Business Management from the University of Phoenix, AZ.
Kathy is a Parent Coordinator and Fundraising Associate for Kings Bay Youth Football program based in Brooklyn, NY.
