Shulman DeMeo Asset Management LLC
Servicing your financial needs like you're family.


Who we are

Shulman DeMeo Asset Management is a planning and money management practice with over 25 years of experience. Our success is directly tied to the financial well being of our clients and our sincere commitment to servicing their needs and concerns.
 
Shulman DeMeo Asset Management has a selective client acquisition philosophy. Our boutique like firm specializes in giving a personal detailed approach to each and every one of our clients.
 
What we offer
 
Shulman DeMeo Asset Management offers fee based financial planning and money management. Fee-Based Independence means that we remain unbiased in our advisor-client relationship. Fee-Based is more than a description of compensation; it dictates that our interests are naturally aligned with yours, as our primary intent is to professionally serve you and retain you as a life-long client.
 
Designed for the client who needs ongoing advice, we coordinate your entire financial plan. Services under our wealth management program include the services necessary to review, design and implement your investment plan in conjunction with your financial plan.
 
Our service
 
We pride ourselves in assuring our clients that they can reach us at any time. Our staff are highly educated and trained in all aspects of financial planning, and can answer just about any question that arises. If not, we are available 24/7.
 
 
Where your investments are custodied
 
Shulman DeMeo Asset Management places most clients’ assets at Charles Schwab Institutional. Schwab is a pioneer in the financial services business, exclusively serving independent fee-based advisors and their clients.




Jason H. Shulman,                                        James N. DeMeo, Jr.
Managing Member                                         Chief Investment Officer 

 

 

 

 


  

  1. This website may include forward-looking statements.  All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”).  Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct.  Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.”
  2. “Historical performance is not indicative of future results.  The investment return will fluctuate with market conditions.”
  3. “Performance is not indicative of any specific investment or future results.  Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.”
  4. Investment in securities, including mutual funds, involves the risk of loss. Shulman DeMeo Asset Management LLC is a federally/state registered investment adviser.

     



 


 





 
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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