Withum Wealth Management

As an investment adviser registered with the SEC, Withum Wealth is held to a higher standard of conduct than most brokerage firms. By law, we have a fiduciary duty to our clients. We understand that the client comes first and are legally obligated to act in their best interest.

We seek to limit conflicts of interest. Our investment management fee is based on assets under management as opposed to commission-based brokerage fees. We do not sell products or earn additional revenue from client investments. Removing these potential conflicts of interest allows us to focus on what you truly need.

We provide in-house investment solutions focused on keeping your investable assets in a portfolio that is easy to understand, accessible, and cost-efficient. We do not believe in outsourcing investment management duties as this leads to multiple layers of unnecessary fees and inefficiencies.

Withum Wealth trades on your behalf but does not take custody of your assets, as these are held with qualified custodians. We believe separating the investment advisory function from the custodial relationships creates an additional level of financial security and reduces potential conflicts of interest. When applicable, this structure also allows us to diversify your assets among multiple financial institutions.