If you have accumulated significant wealth over your lifetime, a wealth management plan is the best way to ensure your assets are invested in such a way as to achieve maximum income growth.

Chances are good that you probably have more wealth than you think. If you’re like most people, you probably participate in a retirement plan through work or self-employment. If you support a family, then you probably have life insurance as well as home and auto policies. You might have a stock portfolio that has been accumulating wealth or an IRA or two that you inherited but haven’t paid much attention to in years.

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets, as well as determining how much of a client’s wealth is to be distributed and for what use.

Wealth management typically includes investment planning, financial planning, tax and accounting services, and retirement, legal, or estate planning under a single wealth management plan that both simplifies and organizes. Wealth management also takes into consideration the “what if situations” that happen to all of us.

While our goal is to develop a wealth management plan that meets your objectives we are available to assist you in coordinating with your other trusted advisors such as estate planning attorney, CPA, home and auto insurance agent, life insurance agent, and business consultant(s) if you own a business. If you don’t already have trusted advisors that you work with, we can recommend one or more professionals for you.

As your wealth management advisor, we work with you to: 

• Create a wealth management plan based on your financial picture
• Manage assets and investments to maximize growth
• Evaluate tax strategies to minimize taxes on your portfolio
• Manage risk and identify opportunities
• Make recommendations based on your priorities and preferences

RRBB Accountants and Advisors has delivered accounting, tax, audit, and advisory services for over 60 years from its headquarters at 265 Davidson Avenue, Suite 210, Somerset, NJ 08873, with offices in New Jersey, New York and Maryland. Wealth Management Guidance is one of our services for individuals and families, alongside tax planning and preparation, retirement and financial planning, and estate and trust planning.

Is RRBB a wealth management firm or an accounting firm?

RRBB is an accounting and advisory firm. Wealth management guidance is one of the services we offer individuals and families, and it sits next to our tax planning and preparation, retirement and financial planning, and estate and trust services, so the tax side of a wealth plan is handled by the same firm.

What does wealth management guidance from RRBB include?

We work with you to create a wealth management plan based on your financial picture, evaluate tax strategies to minimize taxes on your portfolio, manage risk and identify opportunities, and make recommendations based on your priorities and preferences. Where you already have an estate planning attorney, insurance agents or a business consultant, we coordinate with them; if you do not, we can recommend one or more professionals.

Where in New Jersey is RRBB’s wealth management guidance available?

From our Somerset, New Jersey headquarters at 265 Davidson Avenue, Suite 210, and from our other offices in New Jersey, New York and Maryland. Call (908) 231-1000 or use rrbb.com/contact to schedule a consultation.

What should I have ready for a first conversation?

A picture of what you already have: a retirement plan through work or self-employment, life insurance and home and auto policies, any stock portfolio, and any IRA you inherited and have not looked at in years.

If you are ready to get started, our wealth management advisors are here to help you every step of the way.

Call or email today to schedule a consultation. You’ll be glad you did.