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.That's 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.
We will be having a shredding event on Saturday May 21 at our Cherry Hill office from 9AM-12PM. Please bring all of your statements and mail that you would like to have shredded. Refreshments will be served. If you cannot make the event, we will have a secure bin to store shredding for the event.
The Spring 2015 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