Harold F. Wachtel, Jr. has been advising investors professionally since 2002. He has held positions with several major firms including JP Morgan Chase, Guardian/Park Avenue Securities, Prudential Financial and the ultra-affluent focused M Financial Group. In 2009, Harold abandoned the traditional Wall Street brokerage model and started Wachtel Capital Advisors, LLC, a registered investment advisory firm, in order to provide comprehensive integrated wealth management services to investors seeking independent, objective and impartial guidance. Today, Wachtel Capital Advisors, LLC manages millions of dollars for clients from all walks of life throughout the United States.
A recognized up and coming industry leader, Harold has given numerous presentations on investments, financial planning and portfolio management, regularly addressing others in the industry as well as speaking before corporate gatherings, associations and community groups.
Harold has been featured in various publications and has been recognized in New Jersey Monthly Magazine as being among the top tier of New Jersey wealth managers, being presented with the prestigious Five Star Wealth Manager Award in 2011, 2013, 2014, 2015 and 2016 and standing as one of the few multi-year recipients.
Mr. Wachtel’s office is based in Montville, New Jersey where he also lives with his wife, children and family dog. He is an avid, lifelong fan of the New York Mets and New York Jets and is also active on various adult lacrosse and softball teams.