Withum Wealth Management

Withum Wealth Management is an independent registered investment adviser (RIA) located in Red Bank, New Jersey. The firm employs 26 individuals and generates $6.4 million in annual revenue. Withum Wealth Management provides unbiased wealth management advice, catering to clients primarily residing in the tri-state area, Pennsylvania, Boston, and Florida. Their services encompass investment management, cash flow planning, and wealth counsel, aiming to deliver tax-sensitive, cost-effective portfolios tailored to individual objectives. Founded by principals from Pinnacle Associates Ltd. and WithumSmith+Brown, Withum Wealth Management emphasizes a client-centric approach, prioritizing client interests throughout their relationship. Their team of financial advisors serves a diverse clientele, including professionals from various sectors such as pharmaceuticals, medicine, law, and accounting, along with entrepreneurs, business executives, retirees, and individuals navigating significant life transitions. For further details, please visit http://www.withumwealth.com/.