Our Team

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

SET a Course for Financial Security!

At SET Wealth, we're committed to providing financial solutions to help individuals and families prepare for retirement. We believe that everyone should be able to live the retirement they've always wanted. As wealth strategists, our team of professionals can help you create a well-thought-out-strategy, to help you address your financial needs and concerns.

Grow

We offer services to help you prepare for retirement by putting your hard-earned assets to work.
How?
Retirement Income Strategies
Wealth Management
Tax Mitigation
Annuities
IRA/401K Rollovers


Preserve

Protect the assets to help you live the retirement you've always imagined.
How?
Asset Protection
Tax Efficient Strategies
Life Insurance
Long Term Care


Give

Provide for the people and causes you care about most.
How?
IRA Legacy Planning
Inherited IRA's


We can also refer you to professionals who provide the following services:
Trusts * Wills * Probate * Charitable Giving * Estate Planning


SET Wealth Articles of Organization: L16000184533

About Steven E. Trachtenberg

As president of SET Wealth, Steven is focused on helping clients work toward their 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 he heard on Money Talk Radio, or found in the Sun Sentinel and Palm Beach Post.

His career started after attending University of Maine, where he studied both business finance and business administration, at PaineWebber and Company Stock Brokerage. He has always enjoyed providing valuable financial solutions to clients who are approaching or already in retirement.

Today, Steven is Certified in Financial Planning Process, Principles of Wealth, DOL Fiduciary Rule, Section 1035 Exchange, Long Term Care, 2016 Law and Ethics, 0240 Health, 0214 Life Variable Annuity Licensed in Florida, Massachusetts, and New Jersey. Florida Department of Financial Services License Number W193254. National Producer Number 17268234.

In his free time, Steven spends time with his wife Melissa and three children Ava, Mina and Dylan where he lives in Boca Raton, Florida since 1998. He enjoys golf, traveling, tennis, reading, cooking, theater and is an active member of his temple in Boca Raton.

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

Meet Steven Trachtenberg

Sharing My Knowledge
It's incredibly fulfilling having the ability to apply my experience to build a firm that does business the right way for our clients. As I continue my education, attending financial and tax seminars, I enjoy applying what I've learned to those I serve and implementing new updated strategies.

Seeing Improvement
It's incredible seeing people's lives improve because of the financial decisions they make, as well as witnessing the growing sense of confidence that follows. One thing I love about what I do, is having the ability to help others pursue not only financial goals but also instilling confidence for their future.

Helping Clients
I am dedicated to delivering a collaborative client experience that empowers and guides families to reaching a greater purpose for their wealth. I hope my deep industry expertise, wealth management services, and innovative technology will provide my clients the confidence to achieve their financial aspirations and mange the wealth they have amassed. If you looking for a financial partner who focuses on your unique needs and wealth goals, I invite you to contact me for a chat. I am always open to meet new people and see how I may be able to help.


Getting Started in 3 Easy Steps:

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.


Evaluate

Using the SET a Course For Financial Security process, well examine your current financial situation, and determine your retirement needs.


Plan

Receive a custom strategy to help you reach your unique retirement goals.


Strategies for Financial Independence

Contact us today to schedule a no-obligation meeting. We can meet with zero obligations on your part. If you can invest an hour, we can place you on the path to owning your tomorrows.

To schedule a time to discuss your financial future, 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.