Business & Finance

Prestige Wealth Management Opens Millburn Office

October 19, 2013 at 8:12 AM

 

MILLBURN, NJ – The Millburn Chamber of Commerce held a ribbon-cutting ceremony to welcome Prestige Wealth Management to their new office at Schoolhouse Plaza, 374 Millburn Avenue.  This is the second location for the firm, after its Flemington headquarters.

Prestige prides itself on creating customized solutions for each of its clients and offering comprehensive financial and wealth management services. 

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“We are not cookie-cutter, because no two clients are the same,” said Robert Renshaw, Certified Financial Planner and Wealth Advisor.  “We really spend a lot of time with each individual client to customize their financial plan and their investments to their needs.”

Prestige also has a complete accounting department and legal services department in-house allowing them to provide comprehensive tax planning and filing as well as estate planning.

“We take the same services that are usually only available to super-high net worth families with $20 million, and bring that those same services to families with more modest portfolios,” said Roy Williams, Chief Executive Officer.  “There are only a few firms in New Jersey offering clients full financial planning, tax planning and estate planning in an integrated way.  It is not the norm.  But if you have an investment portfolio that is throwing off capital gains, having your tax advisor know this is coming before it happens, you will be able to net the most.”

Williams said that the firm already had a number of clients in and around Millburn, so opening its second location here made a lot of sense.  For new clients, Renshaw will be their main point of contact, but he will utilize the full team in all departments at the Flemington headquarters.

Williams summed it up, saying, “Our primary aim is to make a difference in people’s lives and help them reach all of their goals.”

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