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.
We can help take some of the mystery out of preparing for your financial future.Learn More
Special insight and perspective to help you save for education expenses.Learn More
Let us provide you with guidance that can help you understand and better define your estate planning goals.Learn More
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding how capital gains are taxed may help you refine your investment strategies.
Term insurance is the simplest form of life insurance. Here's how it works.
Five strategies for managing your student debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.