The 30 Best Legacy wealth transfer in New Jersey

Bryn Mawr Trust Wealth Management Office is a prestigious finance institution located at 47 Hulfish Street in Princeton, New Jersey, United States. With a focus on providing personalized wealth management services, our team of experienced financial advisors work closely with clients to create tailored investment strategies that align with their financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Bryn Mawr Trust Wealth Management Office is committed to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.

James J Gilmartin is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Riverview Drive in Brielle, New Jersey, United States. James holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James' expertise in various areas of finance including asset management, retirement planning, estate planning, investment analysis, and risk management. As a Private Wealth Advisor, James is committed to providing personalized financial advice and helping clients achieve their financial goals.

Merrill Lynch Wealth Management, located at 14 North Harrison Street in Princeton, New Jersey, is a leading finance institution dedicated to helping clients achieve their financial goals. Our team of financial advisors is committed to providing personalized service and creating tailored strategies to meet each client's unique needs. Through our collaborative network, we offer a wide range of insights, perspectives, and skills to help you and your family lead the life you desire. At our Downtown Princeton Branch, we prioritize client satisfaction and work closely with individuals to identify their personal and professional goals. By leveraging industry analysts and specialists, our advisors can develop comprehensive financial strategies designed to meet long-term objectives. We also believe in giving back to the communities we serve through volunteerism and charitable outreach.

The Karstadt Lavigne Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located in Red Bank, New Jersey, United States. With a strong reputation for providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management strategies, our institution offers personalized solutions tailored to meet your specific needs. Trust in our expertise and experience to guide you towards financial success.

Sessa Andrieu Wealth Management - UBS Financial Services Inc. is a renowned finance institution located at 331 Newman Springs Road in Red Bank, New Jersey, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. From investment strategies to retirement planning, Sessa Andrieu Wealth Management offers comprehensive solutions tailored to each client's unique needs. Trustworthy and dedicated, they strive to build long-lasting relationships with their clients to ensure financial success and security.

JEM Wealth Management is a leading financial institution located at 204 New Jersey 71 in Spring Lake, New Jersey, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and delivering superior service, JEM Wealth Management is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Nick Rounds - TD Wealth Relationship Manager is a leading financial institution located at 1840 Old Mill Road in Wall Township, New Jersey, United States. As a Relationship Manager at TD Wealth, Nick Rounds provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Nick Rounds offers expert guidance on investments, retirement planning, wealth management, and more. Trust in Nick Rounds and TD Wealth to help you navigate the complexities of the financial world and secure your financial future.

Shore Wealth Management - UBS Financial Services Inc. is a reputable financial institution located at 2310 New Jersey 34 in Manasquan, New Jersey, United States. Specializing in wealth management services, Shore Wealth Management provides personalized financial planning, investment strategies, and retirement planning to help clients achieve their financial goals. With a team of experienced financial advisors, Shore Wealth Management - UBS Financial Services Inc. offers expert guidance and support to navigate the complexities of the financial market. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Shore Wealth Management is dedicated to helping you secure a stable financial future.

Varbeco Wealth Management is a leading finance institution located at 802 West Park Avenue in Ocean Township, New Jersey, United States. Our team of experienced financial advisors and wealth managers are dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Varbeco Wealth Management is committed to providing top-notch financial solutions to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, our team is here to guide you every step of the way. Contact us today to learn more about how Varbeco Wealth Management can help you achieve financial success.

John Rearden is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1105 Laurel Oak Road in Voorhees Township, New Jersey. Specializing in finance, John Rearden holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. John Rearden is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, John Rearden is committed to helping clients achieve their financial goals.

Blackmon & Associates Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. Kenneth Blackmon, a Five Star Wealth Manager for 2024, leads the team in providing comprehensive financial planning services. They offer complimentary initial consultations and work with clients on estate planning and passing wealth to the next generation. The team can help clients navigate complex financial issues and provide clarity and peace of mind. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations. The institution cannot guarantee future financial results, but strives to help clients achieve their financial goals. With a focus on privacy and security, Ameriprise Financial Services, LLC is committed to providing excellent service to clients and their families.

William J McLeer is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1105 Laurel Oak Road in Voorhees Township, New Jersey, United States. William J McLeer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate William J McLeer's expertise in wealth management, retirement planning, estate planning, investment strategies, and financial planning for individuals, retirees, small business owners, high net worth clients, and those in special circumstances. With a commitment to ethical standards and continuous education, William J McLeer provides comprehensive and personalized financial advice to help clients achieve their financial goals.

Alpha Legacy Wealth Management is a premier finance institution located at 331 Newman Springs Road in Red Bank, New Jersey. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to retirement strategies, we offer a wide range of services tailored to each client's unique needs. Trust Alpha Legacy Wealth Management to provide you with the personalized attention and expert guidance you need to navigate the complexities of the financial world.

The Bellomo and Seamon Wealth Management Group at UBS Financial Services Inc. is a leading finance institution located in Red Bank, New Jersey, United States. With a team of experienced professionals, they specialize in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect and grow your assets, the team at The Bellomo and Seamon Wealth Management Group is dedicated to providing top-notch financial services tailored to your individual needs. Contact them today to start building a secure financial future.

Wealth Bridge Advisory Services LLC is a finance institution located at 1111 Marlkress Road in Cherry Hill, New Jersey, United States. They offer expert financial advice and guidance to help clients navigate the complexities of wealth management. With a team of experienced professionals, Wealth Bridge Advisory Services LLC is dedicated to helping individuals and businesses achieve their financial goals and build a secure financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth Bridge Advisory Services LLC is committed to providing personalized solutions tailored to your unique needs.

Banyan Wealth Management & Financial Planning is a finance institution located at 74 Brick Boulevard, Brick Township, New Jersey, United States. We are dedicated to focusing on your financial well-being so you can enjoy life with the confidence that your dreams of tomorrow are always within reach. Our team is committed to creating a financial roadmap that represents your dreams, ambitions, and financial legacy for generations to come. We strive to remove the stress from managing your financial future, empowering you and your family to live the life you love today while ensuring your vision of tomorrow is always on the horizon. At Banyan Wealth, we offer a four-step planning and investment approach to help you achieve financial independence. As we approach the first quarter of 2024, we emphasize the importance of staying ahead in your financial journey. Our team is prepared for the potential bumpy roads and opportunities ahead, and we provide Q1 insights to ensure your financial strategy is resilient and adaptable.

Northfield Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 1337 Tilton Road in Northfield, New Jersey, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the highest level of financial expertise and guidance. Trust Northfield Wealth Management Group - UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for your financial well-being.

Stephen A Grimmie is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2021 New Road in Linwood, New Jersey, United States. Stephen holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Stephen's expertise in wealth management, retirement planning, estate planning, investment management, and financial planning. As a Certified Military Financial Advisor®, Stephen is also trained to serve veterans and military personnel. With a focus on ethical practices and comprehensive financial planning, Stephen A Grimmie is dedicated to helping individuals and families achieve their financial goals.

Master Legacy Planning is a premier finance institution located at 650 New Road in Linwood, New Jersey, United States. Our team of expert financial advisors specializes in creating customized legacy plans to protect and grow your wealth for future generations. Whether you are looking to build a secure financial future for your family or establish a lasting legacy, our dedicated professionals are here to help you every step of the way. Contact us today to start planning for your financial legacy.

Tim Davis CRPC™ is a private wealth advisor at Ameriprise Financial Services, LLC located at 2021 New Road, Linwood, New Jersey, United States. Tim Davis holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Tim Davis is dedicated to providing expert financial advice and helping clients achieve their financial goals.

Adam Bracy is a dedicated TD Wealth Relationship Manager located at 4200 Harbor Beach Boulevard in Brigantine, New Jersey. Specializing in finance, Adam provides personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert financial advice, Adam Bracy is committed to helping clients navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Adam Bracy is here to help you every step of the way.

The Scarpa Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located at 1337 Tilton Road in Northfield, New Jersey, United States. With a focus on wealth management, our experienced team of professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide expert guidance and support. Trust in The Scarpa Wealth Management Group - UBS Financial Services Inc. to help you secure a prosperous financial future.

The BBM Wealth Management Group at Morgan Stanley is a premier financial institution located at 340 Mount Kemble Avenue in Morristown, New Jersey, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we have the knowledge and expertise to help you navigate the complexities of the financial markets. Trust the BBM Wealth Management Group at Morgan Stanley to provide you with the guidance and support you need to secure your financial future.

Evan Dankner is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 333 Bloomfield Avenue, Caldwell, New Jersey, United States. Specializing in finance, Evan Dankner holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Evan Dankner is dedicated to helping clients achieve their financial goals and secure their financial futures.

U.S. Bank - Private Wealth Advisor: Ena Licina is a finance institution located at 51 John F Kennedy Pkwy in Salem, New Jersey, United States. As a private wealth advisor, Ena Licina provides personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on building and preserving wealth, Ena Licina helps clients navigate complex financial decisions and achieve their long-term financial goals. Contact U.S. Bank - Private Wealth Advisor: Ena Licina for expert advice and guidance on managing your wealth effectively.

Family Wealth Management is a premier financial services firm located at 9000 Lincoln Dr E Ste 300, Marlton, NJ 08053, United States. Specializing in comprehensive financial planning and wealth management, we are dedicated to helping families and individuals achieve their financial goals and secure their future. Our team of experienced financial advisors offers personalized strategies tailored to meet the unique needs of each client, ensuring a holistic approach to wealth building and preservation. Whether you are planning for retirement, saving for education, or seeking to grow and protect your assets, Family Wealth Management provides expert guidance and a commitment to your financial well-being. Trust us to be your partner in navigating the complexities of the financial world with confidence and clarity.

Welcome to Karin Feldstein, Financial Advisor - Persevere Wealth Strategies, where we are committed to guiding you toward a secure financial future. Located at 250 Pehle Avenue, Saddle Brook, New Jersey, our firm is dedicated to providing comprehensive wealth strategies tailored to your unique needs. Whether you're a business owner, executive, family, or individual, we understand the importance of having a focused vision for your financial planning. Founded by Karin Feldstein, who embarked on a new career path mid-life, our firm embodies perseverance and determination. Karin's extensive training and expertise in financial planning allow her to help clients navigate their financial journey with confidence. At Persevere Wealth Strategies, we reject a one-size-fits-all approach. Instead, we meticulously evaluate each client's situation, goals, and risk tolerance to craft personalized financial plans.

Welcome to Daniel Catalano - TIAA Wealth Management Advisor, your trusted partner in financial planning and investment management located in the heart of Hackensack, New Jersey. Situated at 3 University Plaza Drive, our office is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With years of experience in the finance industry, Daniel Catalano is committed to helping individuals and families navigate the complexities of wealth management. Whether you're planning for retirement, managing your investments, or seeking guidance on estate planning, our comprehensive services are designed to help you achieve financial confidence and security.

Welcome to Daniel Bremen - TD Wealth Relationship Manager, your trusted partner in financial success located in the heart of Princeton, New Jersey. Situated at 255 Nassau Street, our office is dedicated to providing exceptional wealth management services tailored to meet your unique financial goals. As a seasoned finance professional, Daniel Bremen leverages extensive expertise and personalized strategies to help you navigate the complexities of wealth management. Whether you're planning for retirement, investing for the future, or managing your current assets, our comprehensive approach ensures your financial well-being. Visit us today to discover how we can assist you in achieving your financial aspirations with confidence and clarity.

Welcome to Stacy Salvatore - TIAA Wealth Management Advisor, your trusted partner in financial planning and wealth management, located in the heart of Princeton, New Jersey. Situated at 155 Village Boulevard, our practice is dedicated to helping individuals, families, and businesses navigate their financial journeys with confidence and clarity. As a seasoned wealth management advisor, Stacy Salvatore brings a wealth of experience and personalized attention to each client, ensuring tailored strategies that align with your unique financial goals. Whether you're planning for retirement, managing investments, or seeking guidance on estate planning, Stacy is committed to providing expert advice and comprehensive solutions that prioritize your financial well-being.