Bay Head NJ Wealth Management ServicesWealth Management Bay Head NJ

Harbor Lights Financial Group offers comprehensive Wealth Management Advisory services with a commitment to providing custom strategies for our client’s life challenges. Since we have no obligation to sell any specific financial product, you can trust that we will only recommend those investments best suited to our Bay Head, NJ client. Harbor Lights Financial Group offices are in Manasquan, NJ, a borough formed from portions of Wall, NJ.

What is Wealth Management?

It’s necessary to define Wealth Management, which encompasses an advanced strategy for addressing an affluent person’s or an affluent Bay Head, NJ family’s financial picture. Generally, this practice includes offering personalized professional investment guidance to that individual or family for a fee. It is a consultative process that can require a combination of professional disciplines, including tax, law, estate, philanthropy, business assets or ownership, and ongoing planning

The practice can support all parts of a person’s financial life. A client may benefit from a consolidated approach instead of integrating different advice from various professionals with multiple financial products. For example, an advisor might pursue a detailed cash flow analysis to define potential scenarios or future projections. In some cases, the advisor may need to coordinate particular expertise, such as from an attorney or an accountant.

A Harbor Lights Financial Group advisor would coordinate the necessary products and services needed to effectively manage a client’s unique assets with both a current and future wealth management strategic plan. Harbor Lights Financial Group offices are near to Bay Head, in Manasquan, NJ, a borough formed from portions of Wall, NJ.

Why Harbor Lights Financial Group For Wealth Advisory Services in Bay Head NJ?

In the early 1990s, Harbor Lights Financial Group was founded to offer strategies for our client’s most demanding life problems through sound financial advice and care. We offer our expertise to local Bay Head and surrounding NJ community investors. Services may include retirement planning, estate planning, life insurance strategies, philanthropic planning, executive planning, business exit planning or planning for business executives, and much more!

We are also a team of advisors and CERTIFIED FINANCIAL PLANNER™ Professionals who help people like you with customized strategies designed to enhance and/or preserve your assets for retirement. We work to realize your financial goals, empowering you to enjoy the freedom that brings.

Robert Tendler, Managing Partner – CFP® CLU
Jonathan Shippee, Senior Wealth Advisor – MBA CFP®
Douglas Lockwood, Managing Partner – CFP®
David Scureman, Partner – MBA CFP®
Kenneth Roberts, Managing Partner – CFP®

Have Questions For Us – Please Do Not Hesitate!