The 30 Best Legacy wealth management in Bernards, New Jersey

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Wealth Financial Partners is a finance institution located at 22 Church Street in Bernards, New Jersey, United States. They offer comprehensive investment, tax, and legacy planning services to help individuals maintain their chosen lifestyle and ensure they do not run out of money in retirement. Their team of experts can help clients navigate the complexities of wealth planning, managing risk associated with distribution strategies, minimizing tax burdens, and creating a legacy for heirs. With over 30 years of experience, Wealth Financial Partners is dedicated to guiding families through the planning process to achieve a rewarding retirement. They offer a personalized wealth management process tailored to each client's goals and needs. Securities are offered through Avantax Investment Services℠, Member FINRA, SIPC, and investment advisory services are offered through Avantax Advisory Services℠. Insurance services are also available through an Avantax affiliated insurance agency. Please consult legal or tax professionals for specific advice regarding your individual situation.