Independent Wealth Management

Investments, Financial Services, Investment Advisory Service

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(732) 280-7550Call Visit WebsiteVisit Website Map & DirectionsDirections3350 State Route 138Wall Township, NJ 07719 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Places Near Wall Township with Investments

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West Long Branch (15 miles)

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Comprehensive Financial Planning & Wealth Management

Email: Email Business
Extra Phones: Fax: (732) 280-7551
Accreditation: CFP® CERTIFIED FINANCIAL PLANNERtm Practitioner , CRPC®, FPA - Financial Planning Association
Other Link: http://independentwm.com
Categories: Investments, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds

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Phone: (732) 280-7550

Address: 3350 State Route 138, Wall Township, NJ 07719

Website: http://independentwm.com

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Independent Wealth Management

Tax Planning
Too often, tax planning is reviewed after the tax year is over – usually when it is too late. We will proactively look ahead to the tax impacts of your decisions with a focus on tax minimization. We seamlessly coordinate with other professionals to reconcile your tax planning strategies with your overall investment and personal wealth planning goals.
Income Tax
The CRPC program is administered by The College for Financial Planning and was developed with a focus on client-centered problem solving and an emphasis on retirement planning. Applicants gain in-depth knowledge of individuals’ needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, wealth management, estate planning and more. The designation is awarded to individuals after passing an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to high Standards of Professional Conduct and are subject to a disciplinary process.

Investment Management
A Chartered Financial Analyst® (CFA®) charter is a designation given by the CFA® Institute to those who have completed the CFA® Program and completed acceptable work experience requirements. Administered by the CFA® Institute, the Chartered Financial Analyst® (CFA®) Program is a graduate-level, self-study curriculum and examination program for investment specialists, covering topics pertaining to economics, financial statement analysis, corporate finance, advanced investment analytics, portfolio management, wealth planning and ethics (among others). Often viewed as the gold standard for the investment industry, the CFA® Program sets the global standard for investment knowledge, standards, and ethics. To become a CFA® charterholder, candidates must first pass each of the three levels, each with its own exam. According to the CFA® Institute, candidates in the program spend over 1,000 hours studying, on average, to obtain the charter and pass all three exams. With fewer than one in five candidates becoming a CFA® charterholder, earning the charter exemplifies a strong understanding of advanced investment analysis and real-world portfolio management skills. In addition to passing all three exams, candidates must meet the requirements for work experience, working over 4,000 hours in a qualified investment-decision making role.
Wealth Management
At Independent Wealth Management, we hold many credentials, licenses, advanced degrees, registrations, memberships and affiliations that demonstrate our commitment to you. We continually build upon our professional education in order to expand our technical expertise, address changes in your life and provide insights on the latest strategies to get you to where you want to be.

Financial Planning
Our comprehensive investment process enables us to develop a portfolio mix that is consistent with your unique financial planning goals. Our independence and transparency allows us to serve as your financial advocate when selecting the diverse mix of investments that may be right for you.
Retirement Planning
The CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements. First, there is an educational requirement, satisfied by a variety of academic degrees and professional certifications. A Certified Financial Planner must complete coursework in investing, taxes, estate planning, retirement planning, and insurance— approved by the CFP® Board at an accredited educational institution and having submitted transcripts from previous financial classes taken for review. The certification process is complete after having passed a rigorous, 10-hour exam (52% pass rate) given over two days. The test measures your ability to apply financial planning concepts and principles to real client scenarios. Additionally, the CFP® certificant must have at least three years of qualifying full-time work experience in the financial planning field. At least 30 hours of continuing education are required during every 2 years.
Asset Management
Independent Wealth Management partners with you in the development of your company retirement plan. From selecting the right retirement plan for your needs and choosing providers to the implementation of the plan and monitoring results, we serve as an advocate every step of the way. In addition to providing asset allocation guidance for the plan on an ongoing basis, we also handle the fine details of setting up the plan, including enrollment meetings, ongoing education and empowering employees to select the right strategies.

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