Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 609.522.6098 any time.
We are always here for you.
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
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Do you have an estate strategy? You should.
One way to find money is to examine your current spending habits and eliminate money wasters.
Medicare’s popular program, offering free gym membership and health education.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
What does your home really cost?
Have you found yourself suddenly single? Here are 3 steps to take right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What are your options for investing in emerging markets?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.