Withum Wealth Management
Full-Service Wealth Management Solutions for High Net Worth and Ultra High Net Worth Families and Individuals
Withum Wealth Management is dedicated to empowering individuals, families, and business owners with tailored wealth management and investment services. Our purpose is to create a positive impact on our clients, our team, and the communities we serve by integrating tax planning, advisory services, and portfolio management in a seamless, client-focused way.
As a trusted wealth management advisor, we are committed to providing transparent, objective advice that prioritizes your unique goals. Guided by our mission to deliver a deeply personal and boutique experience, we offer a fulfilling and effective alternative to the traditional Wall Street approach, helping you build, protect, and transfer your wealth with confidence.
Our clients seek personalized attention and a partner capable of delivering integrated wealth management solutions that align with their complex financial lives. Withum Wealth is proud to serve the community – whether you’re a business owner looking to sell your business, someone looking to retire and leave a legacy for your family, or simply someone looking for a second set of eyes on their existing investment portfolio, our advisors are ready to build and implement your personalized plan.
Who We Help
- High Net Worth and Ultra High Net Worth Individuals and Families
- Entrepreneurs and Business Owners
- Foundations and Charitable Organizations
- Retirees Planning for the Next Chapter
- Next-Generation Wealth Holders and Future Stewards of Family Wealth
Wealth Management Expertise
At Withum Wealth Management, we understand the unique challenges faced by high-net-worth individuals and families. We are proud to be a full-service wealth management firm and our trusted team of advisors is ready to help you with:
Our wealth management advisors design risk-managed portfolios in-house to reduce volatility while maximizing risk-adjusted returns.
We implement advanced strategies like asset location and tax-loss harvesting to optimize after-tax returns.
Whether selling a business or experiencing sudden wealth, our advisors guide you through wealth preservation and legacy-building.
We facilitate active communication around family goals while creating customized wealth transfer and gifting strategies.
Build a lasting impact through Donor-Advised Funds and other philanthropic planning solutions.
Our advisors work closely with you to evaluate options, consolidate accounts, and design a plan that enhances your financial future while minimizing unnecessary fees and complexities
Amplified Wealth Podcast
Stay informed with expert commentary and timely updates to help you make well-informed financial decisions. Tune in to Amplified Wealth for valuable perspectives that can amplify your wealth journey.
If you have questions about your investment portfolio, please reach out to a member of our Withum Wealth Management team.
Wealth Management Services
Withum Wealth Management offers a full range of financial advisory and investment services:
- Investment Management
- Financial Planning Services
- Tax-Sensitive Portfolio Management
- Estate & Trust Planning
- Charitable Legacy Planning
- Cash Management Solutions
- Risk Management Strategies
- Wealth Transfer and Education
Explore our services in detail: Investment and Wealth Advisory Solutions.
Get Started Today – CPR
Breath new life into your investment portfolio with our Complimentary Portfolio Review. Schedule your review today – and see how Withum Wealth Management builds Portfolios with a Pulse.
Why Choose Withum Wealth Management?
True Wealth Integration
Combing Withum Wealth’s investment management, tax planning, and financial advisory services with Withum’s accounting and consulting expertise allows for seamless integration across all aspects of your financial life.
Fiduciary Standard
We are legally obligated to put your interests first, with no product sales or commissions.
Transparent & Objective Advice
Our fee structure is based solely on assets under management, aligning our success with yours.
Internally Managed Portfolios
Unlike other wealth management consulting firms, we manage portfolios in-house – ensuring greater transparency, tax efficiency, and cost savings.
Client-First Approach
We build lasting relationships, adjusting your plan as your life evolves and ensuring every dollar works toward achieving your goals.
Understanding Withum Wealth Management
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Holders of CFP®
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Leadership
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