Welcome to Wachtel Capital Advisors, LLC
Wachtel Capital Advisors, LLC is one of the preeminent independent financial planning firms in New Jersey as a result of its unique approach to servicing the needs of clients from many walks of life. It is our goal to inspire our clients to achieve true wealth through education, communication and service that exceeds expectations. We are one of the most decorated firms in New Jersey having been presented the prestigious Five Star Wealth Manager Award and featured in New Jersey Monthly Magazine three of the past four years.
In exploring our web site you'll see how Wachtel Capital Advisors, LLC places a heavy focus on financial education and understanding, which is different from other firms. We prefer to develop a long lasting, trusting relationship with our clients where we sit on your side of the table, not across from you.
At WCA, we have experienced an incredible amount of success over the years. We believe the essence of Our Success is rooted in:
- Our Clients – We recognize that without our incredible clients, life would be much different. Helping to solve both complex and common planning problems successfully for clients of various economic backgrounds has helped us quickly build a happy and successful client base whom kindly and confidently refer us to their family, friends and co-workers.
- Our Belief - Providing an unbiased, objective and thorough approach to both protection planning and wealth management has helped our clients feel confident that we truly do plan for their best interests at all times.
- Our Results – WCA’s strong growth has been because of the trust and confidence we've earned based on results we've achieved for clients.
- Our Culture - Privately owned and independent, we are singularly focused on helping our clients achieve their goals and conduct all planning with a sole focus on our client’s best interests.
Please take as much time as you’d like to browse our website. We believe you will find a number of useful pieces of information regarding various areas of financial planning and our firm. We sincerely appreciate the time you have taken and hope to hear from you soon.Learn More
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Here’s a guide to explain all the parts of Medicare.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?