Withum Wealth offers private wealth management solutions that extend beyond the scope of boutique advisors.
Our Unique Approach
Core Investment Tenets
Achieve your goals and withstand market setbacks through an investment philosphy of traditional and non-traditional approaches.
Simplify the Complicated
Withum Wealth works closely with you to develop a plan optimized for your changing lifestyle and business objectives.
Research and Insights
Let the good times roll! The S&P 500 notched its biggest Q1 advance in half a decade, rising 10.2%. This marked the index’s fifth gain in the last six quarters and a second straight double-digit quarterly percentage gain. Meanwhile, the Nasdaq narrowly missed what would have been its fourth double-digit percentage gain in the last five quarters.
Congratulations once again to Jim and thank you to Forbes and Shook Research for this recognition.
Click to download the full report and gain access to our full analysis
We could not be more excited for Lex and this recognition – as it’s a testament to his unwavering commitment to excellence in serving both our clients and the community.
Withum Wealth has continued to build and expand our robust internship program over the years.
In the complex tapestry of global financial markets, geopolitical events often appear as stark threads, weaving through the fabric of the markets with unpredictable outcomes.
Schedule your complimentary portfolio review process today
Our goal after the portfolio review is to give you a better understanding of your portfolio’s sensitivity to the market, all-in fees (including embedded fees), performance and tax harvest opportunities.