Monmouth County Wealth Management
What is Wealth Management?
Wealth management is a high-level professional service that combines financial and investment advice for one set fee.
This fee-based service is a flat percentage of the client's assets that are managed which means if your investments grow, we grow too.
Who do we serve?
We serve individuals, families, and small business owners of Colts Neck New Jersey and Monmouth County seeking investment advice.
What is the process?
Conduct a risk assessment
Evaluate fees and risk
Stress-test current portfolio (if applicable)
Identity potential pitfalls
Uncover opportunities
Share our approach
Implement plan
Review plan quarterly, semi-annually, or annually