As independent advisors, we offer access to comprehensive products and services without limitation to proprietary products - without being driven by considerations other than our clients' best interests.
We believe our clients give us something more valuable than their money to manage; they give us their trust and confidence. We take this responsibility seriously and are dedicated to providing uncompromising financial stewardship.
Our experience lies in offering services that are complementary and at the core of wealth management. We offer what we know best to help our clients navigate competently through life's events in order to intelligently anticipate the opportunities and prepare for the challenges.
We take pride in unwavering commitment to serving our clients with integrity, honesty and independence.
Tempewick Wealth Management is a boutique Insurance, Investment, and Estate Planning advisory firm. With over 60 years of collective experience, we endeavor to help you understand your needs and concerns and tailor our advice to help you simplify your life and achieve your goals.
Based in Morristown, NJ, Tempewick Wealth Management is a boutique Insurance, Investment, and Estate Planning advisory firm with over 60 years of collective experience.
Estate Planning ⋅ Insurance Services ⋅ Strategic Insurance ⋅ Financial Planning ⋅ Investments ⋅ Retirement Income ⋅ Other Advisory Services
Tempewick’s professionals specialize in estate and insurance planning, business succession and wealth transfer. The firm helps its clients grow and ultimately transfer their wealth through a variety of services.
Want to learn more about retirement, Social Security, or estate strategies?
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Tempewick Wealth Management's Private Client Group provides estate planning, life insurance, and wealth planning to affluent individuals and their families. Our Private Client team assists individuals and their families in all aspects of their estate and investment plan, from analyzing products, to choosing a corporate fiduciary, to the implementation of the plan over time.
In addition to offering advisory services involving traditional insurance and investment products, the professionals at Tempewick Wealth Management are also specialists in the design, implementation, and administration of Private Placement Life Insurance and Private Placement Annuity programs, which are designed to enhance the after-tax returns of tax-inefficient investments.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.