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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Even if you’re young and single, you should still consider protecting yourself.
For some, the social impact of investing is just as important as the return, perhaps more important.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Earnings season can move markets. What is it and why is it important?
Here’s a guide to explain all the parts of Medicare.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations? Here are three tips.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.