Withum is pleased to announce the uniting of the brands of PWM Advisory Group, LLC (“PWM”) and Withum to form Withum Wealth Management (“WWM”).
Withum has enjoyed a long-term joint-venture relationship with PWM Advisory Group, an independent registered investment advisor (RIA). PWM has been providing unbiased private wealth management services to Withum’s high-net worth individual and family clients residing primarily in New Jersey, New York, Pennsylvania and Florida for many years.
This alignment of brands in forming Withum Wealth Management underscores our firm’s commitment to be a full-service provider to our clients, helping them to be in a position of strength.
Withum Wealth services Withum clients exclusively, and is an affiliate of Pinnacle Associates, Ltd., a national firm with over $6 billion of assets under management. Led by an experienced and highly credentialed team with Jim Ferrare, CFA®, CPA, at the helm as President, the relationship helps us achieve our goal to have Withum Wealth become a leading accounting-related wealth management firm in the country.
If you are looking for additional wealth management services such as financial planning, investment management, retirement and/or social security analysis, the Withum Wealth professionals can be of assistance. Withum Wealth is a true fiduciary and has multiple Certified Financial PlannerTM practioners (CFP®s) and Chartered Financial Analysts® designation holders (CFA®s) on staff who provide these and other value added services to you.