Understanding Today's Financial Environment
Welcome! We're Prestige Wealth Management Group, an independent Wealth Management Firm located Flemington and Millburn, NJ. We understand that individuals face unique challenges as they prepare for retirement. If you are looking for financial advisors in NJ who can help you take on these challenges, we provide financial strategies relevant to today's issues. We offer a wide variety of financial services, including retirement planning, investment management, and estate planning.
We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our financial planners in NJ have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Tips to avoid checking in luggage on your next vacation.
A four-step framework for building a personal legacy.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Can you keep up with your children’s mobile slang?
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Smart investors take the time to separate emotion from fact.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.