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
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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 are six flags that may make your tax return prime for an IRS audit.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?