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
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How long does a $20 bill last?
Marriage changes everything, including your insurance needs.
What kind of auto insurance should you have? Do you know?
Do you have an estate strategy? You should.
Four vacation destinations you might never have thought of.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The decision whether to buy or rent a home may have long-term implications.
There’s an alarming difference between perception and reality for current and future retirees.