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3301 Pacific Avenue, Wildwood, NJ 08260

(609) 522-6098

 
Acres of Diamonds Investments Surprises Extended Care: A Patchwork of Possibilities

Welcome to Crest Wealth Management


Crest Wealth Management is the Financial Planning and Investment division of Crest Savings Bank, a community bank that has been serving the needs of Cape May County residents since 1919. As an independent wealth management firm, Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management.

Whether you are just starting out and trying to accumulate wealth or are retired and in need of a consistent stream of income, Crest Wealth Management will develop a financial and investment plan designed around your needs.

We know it's not easy to feel confident about your financial situation and future needs. Our Wealth Advisor, Tod Shoffler, is an experienced CERTIFIED FINANCIAL PLANNERTM who uses a comprehensive approach to help you pursue your financial objectives through a combination of financial planning, objective advice and investment strategies designed to work toward meeting your needs.

To find out how you can benefit from our individual perspective, contact us today to discuss your needs and determine how we can help you pursue your financial goals with confidence.

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Retirement Planning

We can help take some of the mystery out of preparing for your financial future.

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Education Planning

Special insight and perspective to help you save for education expenses.

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Estate Planning

Let us provide you with guidance that can help you understand and better define your estate planning goals.

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About Us

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Investment

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Insurance

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Tax Planning

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Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some key concepts to understand when investing for retirement

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A presentation about managing money: using it, saving it, and even getting credit.

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