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3301 Pacific Avenue, Wildwood, NJ 08260

(609) 522-6098

 
RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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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Helpful Content

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Rightsizing for Retirement

What does your home really cost?

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What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

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Your Emergency Fund: How Much Is Enough?

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And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This calculator can help you estimate how much you may need to save for retirement.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate your monthly and annual income from various IRA types.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Using smart management to get more of what you want and free up assets to invest.

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

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There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

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The Business Cycle

How will you weather the ups and downs of the business cycle?

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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What is your plan for health care during retirement?

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