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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Are Real Estate Investment Trusts right for your portfolio?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.