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.

 

You Are Invited!

You are cordially invited to attend our 4th Annual Charity Golf Outing and Dinner to benefit the Bonnie Brae foundation. This year's event will be held at the Hopewell Valley Golf Club in Hopewell on Monday, September 13, 2010. We hope that you will join us in supporting this charity that is near and dear to our hearts. More details.

 

Roy Williams on CNBC

On Friday, August 23rd, Roy Williams was invited to appear on CNBC Closing Bell. Roy provided his insights on the impact of 401K contributions and withdrawls and offered investors advice for the short and long term.

 

Did You Miss the Mid-Year Outlook Webcast?

On July 22, 2010, we presented our most recent webcast entitled, "Tacking Into the Headwinds." Tacking into the headwinds is necessary to advance against the wind when sailing. As with sailing, when investing, frequent adjustments may be necessary to stay on course. In this webcast, Roy Williams leads an informative seminar to understand how the markets will likely perform and what strategies we may use to help position your portfolio to potentially profit and protect in the headwinds. Check out the webcast replay.

 

Continuing to Make Headlines

Roy Williams has become a fixture on premier financial networks, CNBC, and FOX Business, and is featured regularly in The Wall Street Journal, Dow Jones Newswire, SmartMoney, The Star-Ledger and others. View and read Roy's contributions.

 

 Our Grand Opening & Ribbon Cutting Ceremony
Saturday, June 5, 2010

Ribbon Cutting Ceremony

(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.

 

 

Roy Williams, CEO of Prestige Wealth Management Group, is ranked as one of the top Independent Advisors by leading publications.
     
2010
Top 1% in America*		   2009
Top 1% in America*		   Top 100 Independent
Advisors in America and
#2 in New Jersey**
 
And Prestige Wealth Management Group has been ranked One of the Top 10 Wealth Managers in America by Goldline Research.


* 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.

 

 
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Newsletters

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

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