Eastcoast Wealth Management

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

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(973) 396-8628Call Visit WebsiteVisit Website Map & DirectionsDirections181 New Rd Ste 226Parsippany, NJ 07054 Write a ReviewWrite Review

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Eastcoast Wealth Management

Tax Planning
Services provided by ECWM consist of over 37 years of collective experience in the securities brokerage, insurance, estate and tax planning. Utilizing an open architecture platform, the Firm is capable of delivering total Wealth Management solutions to the client. With a solid emphasis on increasing net worth, optimizing tax situations, managing client portfolios on a total return basis and implementing viable risk management solutions, clients can achieve this by leveraging the ECWM platform. Our goal is to be client’s exclusive Wealth Adviser.

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Email: Email Business
Extra Phones: Phone: (973) 396-8626
AKA: East Coast Wealth Management Inc
Other Link: http://www.eastcoastwealth.com
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (973) 396-8628

Address: 181 New Rd Ste 226, Parsippany, NJ 07054

Website: http://www.eastcoastwealth.com

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Eastcoast Wealth Management

Tax Planning
Services provided by ECWM consist of over 37 years of collective experience in the securities brokerage, insurance, estate and tax planning. Utilizing an open architecture platform, the Firm is capable of delivering total Wealth Management solutions to the client. With a solid emphasis on increasing net worth, optimizing tax situations, managing client portfolios on a total return basis and implementing viable risk management solutions, clients can achieve this by leveraging the ECWM platform. Our goal is to be client’s exclusive Wealth Adviser.
Income Tax
ECWM believes that wealth management involves more than investment and capital management. The Firm strives to increase client net worth through the proper investment of portfolio assets, tax minimization and concurrently protecting client assets through proper risk management. The client relationship is viewed as centric and ECWM can provide an evaluation of cash flows, taxable and non-taxable investment portfolios, educational and retirement funding requirements, current insurance coverage and income tax situations. Opportunities are identified and customized recommendations are prioritized and implemented to reach the client’s financial, risk management and lifestyle goals.

Investment Management
Investment planning and selection, tracking of Independent Investment Managers and Separately Managed Accounts, Educational Planning and Funding
Wealth Management
Welcome to the website of East Coast Wealth Management, Inc. We believe that the complexities of the financial markets, an uncertain economy, product and service innovation, along with the increasing time burden of managing investments, providing for retirement, protecting our assets and lifestyle, necessitates establishing a relationship with a trusted adviser.

Financial Planning
All written content of this site is for informational purposes only and does not constitute a complete description of our investment services or performance. Materials presented in this website, or any linked website, are believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your investment adviser prior to implementation. Financial planning and investment advisory services are offered through East Coast Wealth Management, Inc., a state registered investment adviser Firm in the states of New York, New Jersey, and Florida.
Annuities
Long Term Care

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