RETIREMENT BY DESIGN

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On Retirement by Design, we break down the strategies, planning concepts, and timely topics that can help you make the most of what you’ve built and enjoy what’s ahead.

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Income Planning

Build a retirement income plan that's sustainable and flexible.

Tax Strategies

Make smarter decisions with taxes in retirement.

Medicare & IRMAA

Understand how income impacts your Medicare costs.

Roth Conversions

Learn when and how Roth conversions can work in your favor.

Risk Management

Help protect your plan from market volatility and life's unknowns.

Living Your Best Life

It's not just about the money—it's about the life you want.

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Every retirement is unique. Let’s talk about your goals and create a plan designed around the life you want to live.

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Guidance you can trust.

We’re Jeff and Shelly Servet. For over two decades, we’ve helped successful individuals and families create retirement strategies that are tax-efficient, thoughtfully designed, and built to last.

Our goal is simple: to give you clarity and confidence so you can focus on what matters most.

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Securities offered through Osaic Wealth, Inc.   Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).   Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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127 W 30th St. 9th FL
New York, NY 10001
hello@servetwealth.com
About UsWorking With UsWho We ServeBlogContact UsClient Login

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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Osaic Wealth, Inc.   Member FINRA/ SIPC. Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).   Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

‍The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DE, FL, IN, MD, MA, MO, NJ, NY, NC, PA, TX, UT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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Copyright© 2026 Servet Wealth Management. All Rights Reserved.