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
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The item most homeowners forget on their home improvement project checklist is insurance.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The true cost of raising a child may be far more than you expect.
Do your insurance needs stay the same when the nest empties?
It's important to make sure your retirement strategy anticipates health-care expenses.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
There’s an alarming difference between perception and reality for current and future retirees.
There are three things to consider before dipping into retirement savings to pay for college.