Flemington, NJ -- (SBWire) -- 12/30/2013 --For those families with questions on how to plan their finances or spread their wealth between various estates, charities, or organizations, Prestige Wealth Management Group is pleased to announce they are continuing their services for family wealth management this winter. It is important to take control of earned finances and plan for the future with solidified management. Each family has different needs and different priorities, and the guidance of a certified financial planner can help the family plan for generations to come.

Each family will sit down with a wealth advisor to formulate a strategic approach to balancing and managing assets. The advisors encourage all families to provide them with the necessary information needed to set up the wealth management process. This information includes individual envisions, life goals, estates owned, and any investments or stocks in the family name. Once the advisors have this information, they will be able to understand how the family is currently managing their wealth, the core values of the family, as well as how to improve organizing the wealth going forward.

Prestige Wealth Management Group will implement their six-point plan and personalize themselves with members of the family. They will review all documents and tax statements, formulating a blueprint to reduce estate tax liability, get an idea of—and assist with—future estate goals, help with the trust and estate solutions that will work best for the family, and tackle the steps needed to be taken when a loved one passes away.

When family wealth increases, so does the importance of having a reliable and dedicated wealth advisor to help strategize how the wealth should be spread. Prestige Wealth Management Group is devoted to meeting the specific needs of any family’s wealth management. For more information, please call 908-379-8813 today.

About Prestige Wealth Management Group
Prestige Wealth Management Group is a top wealth management firm with offices in Flemington, NJ and Millburn, NJ, that is dedicated to assisting their clients with every aspect of their financial lives. The company is comprised of experienced professionals, including Certified Public Accountants (CPA), CERTIFIED FINANCIAL PLANNERS™, (CFP®), Chartered Financial Analysts (CFA®), Chartered Financial Consultants (ChFC®) and Enrolled Agents (EA) who focus on making their clients’ dreams a reality. Keeping clients focused on their financial goals, Prestige Wealth Management Group advises them through each step of the process. Taking responsibility for their clients’ success, the company provides investment management advice and proactive communication. On the website, visitors will find brochures, newsletters and webcasts to help keep them informed.

To visit the new and improved website or to contact a financial advisor in NJ, visit www.prestigewmg.com.