18 Hook Mountain Rd
Suite 200
Pine Brook, NJ 07058

LinkedIn
 
The Cycle of Investing Events on Wall Street The Cost of Procrastination

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

Helpful Content

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Should You Ever Retire?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

 

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

View all videos arrow