Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

SET Wealth, Inc.

Here’s our story. We look forward to hearing yours.

At SET Wealth, we’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance products to help achieve the objectives of that strategy.

The team at SET Wealth is here to help ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your retirement.

Meet Steven Trachtenberg

As president of SET Wealth, Steven is focused on helping clients work toward their retirement dreams through a well-planned strategy.

He is committed to educating, engaging and inspiring as many people as possible to take control of their financial futures. Steven’s expert advice can be heard on Money Talk Radio, or found in the Sun Sentinel and Palm Beach Post.

Steven started his career with PaineWebber and Company Stock Brokerage and also was publisher of two magazines. He later sold one magazine to the Los Angeles Times and the second to The Miami Herald.

Today, Steven is certified in Principles of Wealth, DOL Fiduciary Rule, Section 1035 Exchange, Long-Term Care, 2016 Law and Ethics, and has a 0214 Insurance and Annuity License in both Florida and Massachusetts.

He truly enjoys providing valuable financial solutions to clients who are approaching or already in retirement. Steven studied both business administration and business finance at The University of Maine.

In his free time, Steven spends time with his wife and three children where he lives in Boca Raton, Florida. He enjoys golf, the stock market, traveling, coaching, tennis, health and fitness, cooking, and theater.

His strong commitment to his clients and their financial needs forms the foundation of SET Wealth.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at SETWealthInc@gmail.com or call us at 561-757-0731 today!

Have Questions for Us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.