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
Q2 brought a welcome mix of diminishing tariff tension, positive earnings surprises, resurgent AI enthusiasm, resilient consumer data, and a series of cooler-than-expected inflation prints
What began as a sharp sell-off driven by geopolitical tensions and policy uncertainty has since reversed course, with U.S. markets powering to fresh all-time highs.
Starting a new job is an exciting milestone and a fresh chapter both personally and professionally.
With mortgage rates hovering around 7% and New Jersey home prices showing no signs of softening, affordability is top of mind for many young and first-time buyers.
Henry Mercer has 45+ years of investment management experience and most recently served as President of Mercer Capital Advisers, Inc., which he founded in 1999.
While the timing and extent of any future moves remain uncertain, the evidence suggests that the case for easing is gaining traction – even if not yet broadly embraced.
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.