Posted on Friday, August 15, 2014 at 9:30 am CDT
Prestige Wealth Management Group, a leading financial firm, is pleased to announce the opening of their new office in Key Largo, Florida. The new office is located at 31 Ocean Reef Drive, Suite C-208, inside the luxurious Ocean Reef Club. The new Key Largo office is the firm’s third office, as they continue their expansion on a national level. Prestige Wealth Management currently operates offices in Flemington and Millburn, New Jersey. The firm will be offering such services as Risk Management, Family Wealth Planning, PRO-Active Tax Planning, Retirement Planning, Investment Management, Wealth Management and Financial Planning in Key Largo, FL.
Source: Prestige Wealth Management Group
Posted on Monday, July 07, 2014 at 3:27 pm CDT
A key component to any wedding preparation should be financial literacy, according to a new survey completed by Spectrem’s Millionaire Corner. A marriage can be seriously damaged by arguments, anxiety and anger associated with personal finances. With the summer wedding season in high gear, Prestige Wealth Management Group, providing financial planning in New Jersey, weighs in on the survey which looked at advice that should be given to marriage partners as they consider spending, saving and financial issues.
Source: Prestige Wealth Management Group
Posted on Monday, June 09, 2014 at 3:23 pm CDT
One of the most common questions Prestige Wealth Management Group has to answer when consulting with clients is, when is it the best time to plan for retirement? The firm, which provides retirement planning in NJ, believes that retirement planning needs to be an ongoing process instead of a one-time event. Continuous planning should follow an initial plan.
Source: Prestige Wealth Management Group
Posted on Tuesday, May 06, 2014 at 12:58 pm CDT
Prestige Wealth Management Group is pleased to introduce family wealth planning services as part of their family of services for financial planning in NJ. The full range of family wealth planning solutions is available to assist clients in meeting their individual desires and long-term life goals. The wealth management firm’s family wealth planning solutions can include investment management, financial planning, trust & estate planning, charity & gifting strategies, all depending on the client’s specific circumstances.
Source: Prestige Wealth Management Group
Posted on Wednesday, April 02, 2014 at 2:48 pm CDT
Prestige Wealth Management Group is pleased to announce that they have opened their new office in Millburn, New Jersey. With the opening of the new office, financial planning in New Jersey will be more accessible than ever for individuals who need professional assistance for investment management, tax planning, financial planning, personalized CFO services and more.
Source: Prestige Wealth Management Group
Posted on Tuesday, April 01, 2014 at 10:06 am CDT
Prestige Wealth Management Group is pleased to announce the continuation of their services for retirement planning in New Jersey. The older people get, the harder it is to plan for retirement. Luckily, Prestige Wealth Management Group offers personalized retirement planning services that will help reduce stress, and leave individuals with a better outlook for the future. By utilizing a personalized retirement planning approach, individuals will be given a clear and concise retirement plan. Income distribution planning, social security planning, investment management, health care planning, long-term care planning and risk management are included in the retirement planning procedures.
Source: Prestige Wealth Management Group
Posted on Friday, February 21, 2014 at 9:30 am CST
Prestige Wealth Management Group, a leader in financial planning in New Jersey, is pleased to announce the continuation of retirement planning services in 2014. By utilizing a personalized approach, the company reinforces sound financial planning which incorporates investment management, income distribution planning, long-term care planning, social security planning, estate planning, health care planning and risk management. By choosing Prestige Wealth Management Group, clients will have access to seasoned financial professionals who will develop a clear retirement planning roadmap.
Source: Prestige Wealth Management Group
Posted on Monday, December 30, 2013 at 8:15 am CST
For those families with questions on how to plan their finances or spread their wealth between various estates, charities, or organizations, Prestige Wealth Management Group is pleased to announce they are continuing their services for family wealth management this winter. It is important to take control of earned finances and plan for the future with solidified management. Each family has different needs and different priorities, and the guidance of a certified financial planner can help the family plan for generations to come.
Source: Prestige Wealth Management Group
Posted on Wednesday, December 04, 2013 at 1:33 pm CST
Prestige Wealth Management Group is pleased to announce long-term care insurance statistics amongst affluent individuals. According to new research conducted by Spectrem’s Millionaire Corner, health care costs the top of the list of financial issues among affluent individuals. One of the main concerns is spending their final years in a care facility, as well as facing a major family health challenge. Approximately 50% of the millionaires questioned answered this as their primary concern.
Source: Prestige Wealth Management Group
Posted on Tuesday, October 29, 2013 at 3:33 pm CDT
As one of the top wealth management companies in NJ, Prestige Wealth Management Group provides an array of financial services for individuals, corporate executives, business owners and more. This fall, the company is pleased to announce the continuation of their retirement planning services. These individuals work hard each day, with the hopes of one day retiring. Now, they can turn to Prestige Wealth Management Group to assist them with financial preparation.
Source: Prestige Wealth Management Group