Tempewick Wealth Management Employee Directory

InsuranceNew Jersey, United States2-10 Employees

Tempewick Wealth Management operates within the insurance sector, offering services that focus on estate planning, life insurance, and broader wealth planning for affluent individuals and their families. Its Private Client Group supports clients across the lifecycle of an estate and investment plan, from product analysis to selecting a fiduciary and implementing the plan over time, including specialized structures like Private Placement Life Insurance and Private Placement Annuities designed to improve after-tax returns on tax-inefficient investments. Based in Mendham, New Jersey, the firm provides advisory services around traditional insurance and investment products and works with clients to design, implement, and administer comprehensive plans. The organization markets itself through a model that aligns estate, insurance, and wealth planning expertise to address the needs of high-net-worth individuals, with a structure that involves independent securities and investment advisory services through a partner entity.

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