East Coast Wealth Management, Inc. is a trusted financial advisory firm based in Morristown, NJ, offering comprehensive wealth management solutions and investment management services. With over 37 years of collective experience in securities brokerage, insurance, estate, and tax planning, the firm is dedicated to increasing client net worth, optimizing tax situations, and managing portfolios on a total return basis. Their open architecture platform allows for customized portfolios and the selection of independent investment managers based on client objectives, performance, reputation, and financial strength.
East Coast Wealth Management believes in establishing long-term relationships with clients, providing personalized financial planning and risk management solutions. Their services include investment planning and selection, educational and retirement funding, estate planning, tax planning, and risk management solutions such as life insurance and long-term care insurance. With a commitment to client success and a focus on growing portfolio assets, East Coast Wealth Management aims to be the exclusive wealth adviser for individuals seeking trusted financial guidance.
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