Wealth Management Services
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 client. Harbor Lights Financial Group is based 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 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.
Why Harbor Lights Financial Group For Wealth Advisory Services?
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 Manasquan, Wall, 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 PLANNERS™ (see CFPs below)— 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 – CFP CLU
Jonathan Shippee – MBA CFP
Douglas Lockwood – CFP
David Scureman– MBA CFP
Kenneth Roberts – CFP
Trust services are available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
If you have any questions, Please Contact Us Today!