Business Details
31 Years
experience
Your Trusted Partner for Holistic Financial Solutions
Prestige Wealth Management Group has been dedicated to transforming financial futures since 1995. Our team of certified professionals combines decades of experience with a family-owned ethos to deliver holistic financial solutions. We prioritize fiduciary responsibility, ensuring every strategy aligns with clients' long-term goals while navigating complex tax laws and market conditions. Our commitment to community and client-centric values has earned recognition from Forbes/SHOOK and Five Star Professional.With offices in Flemington and Millburn, NJ, we serve clients nationwide through personalized financial planning, investment management, and estate planning services. Our proactive approach addresses both immediate needs and generational wealth preservation, supported by a team that includes CPAs, CFPs, and industry-recognized thought leaders. We emphasize transparency, offering access to a secure client portal and comprehensive resources like retirement planning guides to empower informed decision-making.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Accounting Services
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of combined experience in fiduciary financial planning
- Our integrated team includes CPAs, CFPs, and tax specialists under one roof
- We maintain fiduciary responsibility with transparent fee structures
- Our proprietary 'Nine Deadly Mistakes of Retirement' framework guides planning
- We provide access to institutional-grade investment products and analysis
Associations and certifications
- FINRA
- SIPC
What people say
Personalized strategies
Deep expertise
Proactive planning
Long-term focus
Comprehensive analysis
Services
Financial Planning
Our CERTIFIED FINANCIAL PLANNERS create customized strategies addressing cash flow, asset allocation, and retirement income. We analyze your unique circumstances to develop actionable plans that evolve with changing life stages. Our process includes Monte Carlo simulations and tax-efficient withdrawal strategies to ensure long-term financial security.
Investment Management
We construct diversified portfolios aligned with your risk tolerance and goals. Our proactive management includes strategic rebalancing and tax-loss harvesting. We specialize in handling concentrated stock positions and executive compensation packages while maintaining transparent performance reporting through secure online platforms.
Retirement Planning
Our retirement specialists address Social Security optimization, pension elections, and healthcare cost planning. We integrate tax planning with distribution strategies to maximize retirement income sustainability. The proprietary 'Nine Deadly Mistakes' framework helps avoid common retirement pitfalls through scenario analysis and contingency planning.
Tax Planning
Our CPAs provide year-round tax strategy consultations alongside investment advisors. Services include entity structuring, capital gains management, and multi-generational tax planning. We coordinate with external accountants to ensure compliance while minimizing lifetime tax liabilities through proactive planning.
Estate Planning
We collaborate with estate attorneys to create comprehensive plans addressing probate avoidance and tax-efficient wealth transfer. Our six-step process covers beneficiary designations, trust implementation, and charitable giving strategies. We emphasize family legacy preservation through regular plan updates and gifting strategies.
People
Roy Williams
CEO & Wealth Advisor
With over 30 years of experience, Roy founded Prestige Wealth Management Group after working at major institutions. He holds the Chartered Financial Consultant designation and has been recognized by Barron's and Forbes/SHOOK. Roy combines technical expertise with community leadership, serving on local charity boards and authoring financial planning publications.
Michael Williams
Managing Director & Wealth Advisor
A CFP and former Wells Fargo real estate underwriter, Michael brings 10+ years of experience in equity compensation planning. He specializes in complex financial situations for executives and business owners. Michael holds FINRA Series 7, 66, and 24 licenses and combines analytical skills with practical financial guidance.
John DeAngelo
Managing Director & Wealth Advisor
With 14 years at Merrill Lynch before joining Prestige, John specializes in wealth transfer strategies for high-net-worth clients. He holds CFP certification and FINRA Series 7/66 licenses. John combines institutional experience with personalized service, focusing on tax-efficient investment solutions and charitable giving strategies.
Paul Esposito
Senior Portfolio Manager
A CFA charterholder with over a decade of investment management experience, Paul oversees portfolio construction and asset allocation. He previously managed $400M+ in trust assets at Wells Fargo. Paul combines institutional investment expertise with personalized portfolio management for individual clients.
Jeff Spivack
Director of Financial Planning
With 35+ years of experience and a Master's in Personal Financial Planning, Jeff leads comprehensive financial strategy development. A published author and former university instructor, he specializes in integrating tax, estate, and investment planning. Jeff holds multiple industry certifications including CFP and AAMS designations.
Questions
What services does Prestige Wealth Management Group offer?
We provide financial planning, investment management, retirement planning, tax strategy, estate planning, and risk management services tailored to individuals, executives, and business owners.
How are your financial advisors compensated?
We operate as fee-only fiduciaries with transparent pricing structures. Compensation details are fully disclosed during initial consultations and documented in advisory agreements.
Do you work with clients outside New Jersey?
Yes, we serve clients in 13 states including Arizona, Florida, Texas, and California through secure digital platforms and periodic in-person meetings.
What sets your retirement planning apart?
Our proprietary 'Nine Deadly Mistakes of Retirement' framework combines tax optimization, healthcare cost projections, and scenario analysis to create resilient retirement strategies.
How do you handle tax planning?
We integrate in-house CPAs with investment advisors to provide year-round tax strategy consultations, focusing on both current liability reduction and long-term tax efficiency.
What credentials do your advisors hold?
Our team includes CERTIFIED FINANCIAL PLANNERS, Chartered Financial Analysts, CPAs, and specialists with FINRA Series 7/66 licenses and insurance designations.
Reviews (4)
Arlene Natalo
Sep 22, 2021
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Positive:Professionalism,Responsiveness
Knowledgeable, professionals, the people at Prestige Wealth Mgnt. have helped our portfolio grow.
Knowledgeable, professionals, the people at Prestige Wealth Mgnt. have helped our portfolio grow.
Kathy Degrasso
Jan 20, 2019
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I also attended a seminar with them. Presentation was good but food service at the Farmhouse was slow.
Linda Fields
Jul 23, 2018
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Attended a dinner presentation at Char. It was a great meal and an informative presentation. Looking forward to meeting with Prestige staff
Division I. Crew
Nov 24, 2015
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They handled my accounts and they were the rudest people i have ever came across not only did they mess up 3 of my appointments they never filed my taxes when they were supposed too! Im young guy and i think i can handle my accounts better then them! would not recommend them at all!
