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
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.
That big list of dreams and goals isn't the only way to look at your bucket list.
All about how missing the best market days (or the worst!) might affect your portfolio.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.