Founded in 2011, Prestige Wealth Management Group operates as an independent financial advisory firm based in New Jersey. They offer a comprehensive suite of services including investment management, retirement planning, estate planning, and insurance services. The firm emphasizes a client-centric approach, aiming to build long-term relationships based on trust and personalized guidance. As an independent firm, they are affiliated with LPL Financial, one of the largest independent broker/dealers in the United States, which provides them with back-office support, technology, and compliance oversight while allowing them to maintain their autonomy in client advisement.

Founded in

United States