We, at Prestige Wealth Management Group, believe that detailed and proactive financial planning is the cornerstone of successful financial decisions. Our services equate to operating as your own personal CFO. We will team with you to help make all of the right financial decisions throughout life. Learn more.
Prestige Wealth Management Group at New York Stock Exchange
On Thursday, April 7, Roy Williams, Steve Linden, Thomas McCabe and the rest of the advisors at Prestige Wealth Management Group were invited to the exclusive Barron's Winners Circle Conference at the New York Stock Exchange.
[Left Image] - Roy Williams, ChFC, CEO of Prestige Wealth Management Group, center, with, from left to right, Andrew Byers, CFP®; Yibin Yang, CFA; Thomas McCabe, CPA/PFS; Steven Linden, CPA/PFS; Ken Paul, CFP®; and Jim Dolan.
[Right Image] - On the floor of the New York Stock Exchange
Roy Williams Recognized Again in Barron's
For the third year running, Barron's has named Roy Williams:
• Top 1% of America
• One of the Top Five Independent Advisors in NJ
• The Top Independent Advisor in Hunterdon and Somerset Counties
Prestige Wealth Management Group's FIVE STAR Team!
In the January issue of New Jersey Monthly Magazine, Prestige Wealth Management Group's wealth advisors, Roy Williams, Steve Linden and Ken Paul, were named as New Jersey 2011 Five Star Wealth Managers****. Fewer than 2% of the wealth managers within the New Jersey area were selected for this recognition.
Roy Williams, CEO of Prestige Wealth Management Group, is ranked as one of the top Independent Advisors by leading publications.
2011
Top 1% in America *
2010
Top 1% in America *
2009
Top 1% in America *
Top 100 Independent Advisors in America **
#2 in New Jersey
#1 in Hunterdon County, NJ
For the third year running, Barron's has named Roy Williams:
• Top 1% in America
• One of the Top Five Independent Advisors in NJ
• Top Independent Advisor in Hunterdon and Somerset Counties
Prestige Wealth Management Group has also been recognized by national and state publications for excellence.
RankedOne of the Top 10 Wealth Managers in Americaby Goldline Research.***
Recognized as New Jersey 2011 Five Star Wealth Managersin New Jersey Monthly Magazine.****
Roy Williams on Varney & Co.
On Tuesday, January 3, 2012, Roy appeared on Fox Business Network's Varney & Co. where he discussed investing in 2012 and why he feels the economic climate and employment outlook for the year aren't as bleak as they may seem.
Roy Williams Quoted in SmartMoney
On November 28, 2011, Roy Williams was quoted in a SmartMoney article titled "Are Europe Debt Fears Finally Easing?" In the article, Roy shared his view that "...it's also unwise for individual investors to completely pull out of stocks or..." Click here to view the rest of the article and Roy's comments.
Prestige Wealth Management Group Partners with Triad Advisors, Inc.
Roy Williams joined host Maria Bartiromo on Friday, April 15 on CNBC Closing Bell for a look ahead at how investors should position themselves as earnings season kicks into high gear.
Roy Williams Featured on Local Radio Show
On Thursday, June 2, Roy Williams was a featured guest on Tune in to Hunterdon, a weekly radio show hosted by Hunterdon County Chamber of Commerce President Chris Phelan that airs on 89.7 WDVR. On the show Roy shared his views on where the markets are heading and on the pros and cons of leaving New Jersey. Click here to listen to the recording.
The opinions voiced in this radio show are for general information only and are not intended to provide specific advice or recommendation for any individual. Economic forecasts set forth may not develop as predicted.
Roy Williams Quoted in Wall Street Journal – May 25, 2011
On Wednesday, May 25, 2011, Roy was interviewed by the Wall Street Journal where he offered his insights on recent and future market performance in the current economic climate. Read the article.
Did You Miss Our 2011 4th Quarter Economic Update Webcast?
On Tuesday, October 25, at 12:00 noon, Roy Williams presented our 2011 Q4 Economic Update. In case you missed it, click here to view the replay.
Economic Update Webcasts
During the week of August 8, 2011, Roy Williams hosted a series of webcasts where he provided guidance and comments on current economic events. To listen to recordings of these webcasts, please click the links below.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values and yields will decline as interest rates rise and bonds are subject to availability and change in price.
Did You Miss Our 2011 Mid-Year Outlook Webcast?
On Wednesday, July 27, at 12:00 noon, Roy Williams presented our 2011 Mid-Year Outlook Webcast. In case you missed it, click here to view the replay.
On Tuesday, June 28 at 12:00 noon, Roy Williams presented an overview of estate planning essentials and outlined four quick steps you can take to update your estate plan.
Toy Drive for United Way of Flemington
This holiday season, Prestige Wealth Management Group collected toys in our office and at local events in support of the United Way of Flemington's Holiday Hands campaign. We are proud to say that we collected well over 20 large boxes of unwrapped toys, which United Way will distribute to several families in need this holiday season.
Special thanks to our clients for their generosity and to Camryn Williams, daughter of Prestige Wealth Management Group CEO Roy Williams, who was the brainchild behind this initiative.
Roy Williams, President and CEO of Prestige Wealth Management Group, with daughter Camryn
Steve Linden, CPA/PFS - CFO
Tom McCabe, CPA/PFS - COO and Director of Accounting
Roy Williams, ChFC - CEO
Swing for a Cause
Prestige Wealth Management Group's 5th Annual Charity Golf Outing to benefit the Hunterdon Medical Center Foundation was held on a beautiful day at Fiddler's Elbow Country Club in Bedminster, NJ. Thanks to the generosity of our clients, partners, advertisers and staff, we were able to contribute $11,000 to the Hunterdon Medical Center Foundation.
Pictured: Roy Williams, ChFC, CEO of Prestige Wealth Management Group (center), Bob Wise, President and CEO of Hunterdon Medical Center (right of Williams), Steve Linden, CPA/PFS, CFO of Prestige Wealth Management Group (left of Williams), Kim Coombs, director of the Hunterdon Medical Center Foundation office (left of Linden) and the rest of the Prestige Wealth Management Group staff.
Over 40 Boxes Donated to Flemington Area Food Pantry
At our annual open house on May 7, 2011, we collected over 40 boxes of non perishable food items from staff and guests, which were donated to the Flemington Area Food Pantry. We would like to thank our clients for their overwhelming generosity.
Pictured left to right: Thomas McCabe, CPA/PFS, Director of Accounting and COO; Jeff Post from the Flemington Area Food Pantry; Roy Williams, ChFC, CEO; and Steve Linden, CPA/PFS, CFO.
Swing for Charity - September 13, 2010
Prestige Wealth Management Group’s4th Annual Charity Golf Outing to benefit the Bonnie Brae School and Residential Treatment Center for Adolescent Boys was held on a beautiful day at the Hopewell Valley Golf Club. Thanks to the generosity of our clients, partners, advertisers and staff, we were able to contribute over $12,000 to Bonnie Brae.
Bill Powers, CEO of Bonnie Brae (center) and Nancy Hoffmann, Director of Development at Bonnie Brae (4th from left, in orange) with Steve Linden, Roy Williams and the rest of the Prestige Wealth Management Group staff.
Our Grand Opening & Ribbon Cutting Ceremony Saturday, June 5, 2010
(Pictured left to right) Our own Tom McCabe, Steve Linden and Roy Williams were joined by Congressman Leonard Lance, Mayor Robert Hauck, Mary Melfi and Georgann Occhipinti from the Hunterdon County Chamber of Commerce. Read more.
* Ranking based on factors including assets under management, revenue produced for the firm, client satisfaction, regulatory record, and philanthropic work.
** Ranking based on assets under management.
*** Per Goldline Research's 2010 Leading Providers Wealth Managers of the United States. Listing published in Forbes Magazine November 2010. Companies selected exceed the following criteria: RIA or IAR, fee-only or fee-based, 15+ years of experience, advanced certificates held, no unresolved lawsuits or grievances, comprehensive range of wealth management & financial planning services offered and previously included on regional wealth manager listing.
**** The FIVE STAR Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charged and overall satisfaction. The overall evaluation score is based on an average of all respondents and may not be representative of any one client’s evaluation.
The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?
As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.
The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.
Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.
