Business Details
Your Trusted Partner for Comprehensive Wealth Management Solutions
At Quaker Wealth Management, we believe that true financial success is measured not by numbers alone but by how well your resources support the life you envision. Our approach combines decades of industry experience with a deep commitment to understanding each client's unique goals, values, and circumstances. We specialize in crafting personalized strategies that address complex financial challenges while maintaining a clear focus on long-term objectives. Our team of certified professionals brings extensive expertise in investment management, tax optimization, and legacy planning, ensuring comprehensive solutions tailored to high-net-worth individuals and families. As fiduciaries, we prioritize transparency and ethical decision-making, aligning all recommendations with our clients' best interests.Our proactive guidance model ensures continuous adaptation to life's inevitable changes, supported by regular portfolio reviews and strategic adjustments. Beyond financial metrics, we emphasize building lasting relationships rooted in trust and shared values. Our community involvement through The Quaker Way initiative reflects our belief that responsible wealth management extends beyond individual success to include meaningful contributions to society. This holistic perspective positions us to deliver not just financial outcomes but enduring peace of mind.
Services
Financial Planning
Investment Management
FamilyCFO
Legacy Planning
Tax Planning
Highlights and features
- We offer personalized strategies tailored to complex financial situations.
- Our team maintains fiduciary commitment to client interests.
- We provide proactive guidance through life's changing circumstances.
- Our FamilyCFO service caters to clients with $5M+ investible assets.
- We integrate community values into wealth management practices.
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for achieving long-term objectives. We analyze cash flow, risk management, and estate considerations to develop actionable strategies that align with your life goals. Through regular reviews and adjustments, we ensure your plan evolves with changing circumstances while maintaining focus on your vision for financial security.
Investment Management
We employ a disciplined approach to portfolio construction using our proprietary QMap framework. This data-driven methodology combines market sentiment analysis with risk assessment to create personalized investment strategies. Our ongoing oversight ensures optimal asset allocation while maintaining alignment with individual risk tolerance levels and financial objectives across various market conditions.
FamilyCFO
This exclusive service provides holistic management of complex financial affairs for clients with $5 million or more in investible assets. We coordinate tax planning, legacy development, and lifestyle considerations through a dedicated team approach. Our comprehensive oversight ensures seamless integration of personal and professional financial matters with strategic wealth preservation techniques.
Legacy Planning
Our legacy planning service focuses on creating enduring impact through strategic wealth transfer solutions. We develop customized estate plans that incorporate tax optimization techniques and charitable giving strategies. By aligning financial resources with personal values, we help ensure your wealth continues to support your vision for generations to come.
Tax Planning
We integrate proactive tax planning into comprehensive wealth management strategies. Our approach optimizes tax efficiency through coordinated efforts with external accounting professionals. By analyzing investment decisions, income timing, and deduction opportunities, we implement strategies that minimize tax liabilities while supporting overall financial objectives for high-net-worth individuals.
People
Jake Heisler
Managing Partner
Certified Financial Planner with extensive experience guiding high-net-worth clients through complex financial decisions. Focuses on creating personalized wealth management solutions aligned with client values and long-term objectives.
Nick DeSantis
Director of Financial Planning
Chartered Financial Analyst and Certified Financial Planner combining technical expertise with personalized service. Specializes in developing comprehensive strategies that address both immediate needs and future aspirations for discerning clients.
Tim Miller
Partner
Seasoned financial advisor with decades of experience serving business owners and professionals. Focuses on simplifying complex financial matters through strategic planning and personalized investment approaches tailored to individual circumstances.
Jacqueline Hovsepian
Director of Client Experience
Marketing and client relations specialist dedicated to enhancing client engagement and service delivery. Oversees client communications and coordinates marketing initiatives to ensure consistent, personalized experiences across all touchpoints.
Nancy McDonald
Director of Administration
Operations leader managing internal processes and client support functions. Ensures efficient service delivery through effective coordination of administrative resources while maintaining focus on exceptional client care standards.
Questions
What services does Quaker Wealth Management offer?
We provide financial planning, investment management, and exclusive FamilyCFO services tailored to high-net-worth individuals and families with complex financial needs.
Who are your typical clients?
We work with discerning individuals, families, and business owners who value personalized strategies and seek comprehensive wealth management solutions.
What makes Quaker Wealth Management different?
Our fiduciary approach combines personalized strategies, proactive guidance, and community values with exclusive services like FamilyCFO for clients with $5M+ investible assets.
How do you approach investment management?
We use our proprietary QMap framework that integrates market sentiment analysis, risk assessment, and disciplined allocation strategies to create personalized investment portfolios.
What community initiatives do you support?
Through The Quaker Way initiative, we partner with local organizations like Moorestown Parks and Recreation, YMCA, and ChildrenSong of New Jersey to support community development.
Reviews (2)
John Lorenzo
Dec 01, 2016
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NewsHeisler Wealth Management is not your typical financial advisor firm. Not everyone is their customer and they know that and embrace it. That isn't a bad thing though! I'm leaving a 5 star review because i'm a customer who appreciates service. When you work with the team here at NewsHeisler, you aren't on a set it and forget it path to financial security. The team at NewsHeisler is always, learning, updating and staying in touch with you as your financial goals change. If you're looking for a financial firm that is going to provide a high level of service and educate you along the way, CALL
DrErnest Cassara
Jan 31, 2015
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I have been working with News & Heisler Wealth Management for over 10 years. They are extremely knowledgeable and have amazing customer service. I highly recommend that you give them a call today.
