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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
A few strategies that may help you prepare for the cost of higher education.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Five creative (and inexpensive) ideas for motivating your employees.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Pundits say a lot of things about the markets. Let's see if you can keep up.