Withum Wealth brings the resources of a multi-billion dollar investment management advisory firm to Withum, a nationally recognized accounting and consulting firm. To further explore all of the opportunities within Withum Wealth, visit our main page.
Investment and Wealth Advisory Solutions
- Wealth Planning
- Tax Minimization Planning
- Business Succession Planning
- Customized Investment Management
- Stock Specific Diversification
- Socially Responsible Investing
Our business is positioned around helping our clients achieve and maintain success.
As an investment adviser registered with the SEC, Withum Wealth is held to a higher standard of conduct than most brokerage firms. By law, we have a fiduciary duty to our clients. We understand that the client comes first and are legally obligated to act in their best interest.
We seek to limit conflicts of interest. Our investment management fee is based on assets under management as opposed to commission-based brokerage fees. We do not sell products or earn additional revenue from client investments. Removing these potential conflicts of interest allows us to focus on what you truly need.
We provide in-house investment solutions focused on keeping your investable assets in a portfolio that is easy to understand, accessible, and cost-efficient. We do not believe in outsourcing investment management duties as this leads to multiple layers of unnecessary fees and inefficiencies.
Withum Wealth trades on your behalf but does not take custody of your assets, as these are held with qualified custodians. We believe separating the investment advisory function from the custodial relationships creates an additional level of financial security and reduces potential conflicts of interest. When applicable, this structure also allows us to diversify your assets among multiple financial institutions.
Schedule your complimentary portfolio review process today. Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.
Withum Wealth Clients
Areas of Specialization
- Affluent and Ultra-high net worth families
- Retirement/401K rollover
- Lifestyle changes including:
- Loss of Spouse
- Injury Settlement
- Employment Change
- Sale of Business
Practice Leader, Principal
Red Bank, NJ
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