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3301 Pacific Avenue, Wildwood, NJ 08260

(609) 522-6098

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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Saving for Retirement

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

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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