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Wellspent public graph/Specialties/Family wealth transfer/New Jersey

Financial advisors for family wealth transfer in New Jersey

All 64 advisors

Fee-only advisors for family wealth transfer in New Jersey: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Timothy Macguire Eagle Bay Family Office Maplewood Not listed Percentage of assets, Hourly
Abhijeet Mhatre HappyRich Capital Monroe Township Not listed Percentage of assets, Hourly
Thomas Leidner QP Wealth Management Haven Not listed Percentage of assets, Hourly
Timothy Dowdeswell KDT Advisors Princeton CFA Percentage of assets, Hourly
Andrew Guez Tomoro Colts Neck Not listed Percentage of assets, Hourly
Ben Duronio Tomoro Colts Neck Not listed Percentage of assets, Hourly
David Mozeika Tomoro Red Bank Not listed Percentage of assets, Hourly
Jacob Halberstam Equinum Lakewood Not listed Percentage of assets
Jeremy Suarez Tomoro Red Bank Not listed Percentage of assets, Hourly
Michael Karlin Tomoro Colts Neck Not listed Percentage of assets, Hourly
Scott Dunn Tomoro Colts Neck Not listed Percentage of assets, Hourly
Todd Levine Tomoro Colts Neck Not listed Percentage of assets, Hourly
Roger Dowdeswell KDT Advisors Princeton Not listed Percentage of assets, Hourly
Smara Savoy We Financial Group East Windsor Not listed Percentage of assets, Hourly