Welcome to Saline Wealth Management Group
An independent financial planning firm based in Cherry Hill, New Jersey, Saline Wealth Management Group
provides financial planning
, retirement planning
, investment planning
, and risk management services
to successful individuals, families, and business owners.
Your opportunities and challenges are unique.
Thats why our team
takes an uncommonly holistic and personal approach to wealth management
. Based on the belief that the success of every client relationship is built on education and partnership
, we take the time to understand your unique needs, and we’re available when you need us to provide ongoing financial guidance
. We maintain frequent communication
to ensure you always know where your money is and where it’s going. Whether you are preparing for retirement or already are enjoying your retirement years, our goal is to help you make smart financial decisions to support your lifestyle—today and into future generations.
Saline Wealth Management Group has Merged with Capital Planning Institute of Cinnaminson, NJ!
We are incredibly pleased to announce our recent merger with Capital Planning Institute (CPI)
, based out of Cinnaminson, New Jersey
! Their founder, Charles (Chuck) Barley
along with his protégé Kathleen Moore
, have a combined 75+ years of experience in the financial services industry. As fellow members of the same Divisional Branch of our Broker/Dealer NEXT Financial, we have been working side by side with the team at CPI for 8 years. Their experience, knowledge and passion for their clients will be an incredible asset for Saline Wealth Management Group.
The summer 2014 newsletter is now out! You can access it in the Client Center.
For all of our clients that utilize the Plan Confidence 401k allocation recommendation tool, we have a new custom site for you to access your accounts: http://salinewmg.planconfidence.com
If you have a 401k or 403b with your employer and are interested in receiving regularly updated portfolio recommendations for your retirement account through Plan Confidence please contact us.
Five Star Professional partnered with New Jersey Monthly Magazine to determine the wealth managers in New Jersey who provide exceptional service and overall satisfaction. No more than 2 percent of wealth managers in the state were named a Five Star Wealth Manager.
Contact us today at
(888) SALINE-4 to discuss how we can work together to put you on the path toward your financial goals. You can also contact us at firstname.lastname@example.org