True Financial Wealth Integration

Withum Wealth Management specializes in protecting, enhancing and growing your wealth. As your life changes, we adjust your plan and portfolio, keeping you rooted on the path to success.

Our Unique Approach

Integrated Wealth

Withum Wealth offers private wealth management solutions that extend beyond the scope of boutique advisors.

Core Investment Tenets

Achieve your goals and withstand market setbacks through an investment philosphy of traditional and non-traditional approaches.

Simplify the Complicated

Withum Wealth works closely with you to develop a plan optimized for your changing lifestyle and business objectives.

Research and Insights

Withum Wealth Management Recognized by Accounting Today as 2024 Top Firm by AUM
News
Withum Wealth Management Recognized by Accounting Today as 2024 Top Firm by AUM

We are excited to be included on this distinguished list and look forward to continuing to serve our clients as a fiduciary – ensuring their best interests are always our top priority.

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Spring 2024 Financial Planning Newsletter
Financial Planning
Spring 2024 Financial Planning Newsletter

Inside this guide, you will find essential insights on disability insurance, estate planning, life insurance post-diagnosis and strategies for itemizing medical expenses. We also discuss how these factors can impact your overall financial plan.

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Spring 2024 Market Update Webinar – Video Replay
News
Spring 2024 Market Update Webinar – Video Replay

Watch the full, 1-hour webinar replay with you in case you weren’t able to attend the live session.

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Spring 2024 Investment Commentary
Investment Commentary
Spring 2024 Investment Commentary

Let the good times roll! The S&P 500 notched its biggest Q1 advance in half a decade, rising 10.2%. This marked the index’s fifth gain in the last six quarters and a second straight double-digit quarterly percentage gain. Meanwhile, the Nasdaq narrowly missed what would have been its fourth double-digit percentage gain in the last five quarters.

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Jim Ferrare Named on Forbes’ 2024 Best-In-State Wealth Advisor List
News
Jim Ferrare Named on Forbes’ 2024 Best-In-State Wealth Advisor List

Congratulations once again to Jim and thank you to Forbes and Shook Research for this recognition.

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Schedule your complimentary portfolio review process today

Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.