Resources for All Your Needs
In addition to Financial Planning and Wealth Management services, we offer you access to additional services through a network of professional partnerships we have cultivated throughout our many years of service to our clients and our community. This allows us to quickly assemble a professional team to serve your needs, no matter how complex.
Our partners have been selected based on a proven track record, and shared values that emphasize placing your needs first, along with a commitment to maintaining the highest standards of service, ethics, and integrity in their chosen disciplines.
Our strategic partners excel in their particular areas of expertise which include:
- Tax and Accounting (CPAs)
- Legal disciplines
- Estate and Trust Services*
- Real Estate
- Mortgage Banking
- Title Insurance
- Property and Casualty Insurance
- Employee Benefits
- Third Party Administration (TPA)
- Business IT Services and Computer Consulting
- Credit Card Processing
- Business and Home Security Systems
- Environmental Testing
We are also happy to work closely with your existing CPA, Attorney and other professionals that you currently engage, ensuring coordination of the advice you receive across your tax and estate planning needs.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
*The strategic partners with which we work are not affiliated with NJS Wealth Management, LLC or LPL Financial.