Personalized Wealth Management In New Jersey

Lyle Weintraub, CFP®, wealth management advisor, Morris County, NJ, serving clients nationwide. Forbes Best-in-State Wealth Advisor, NJ, 2022-2026. Nearly three decades of experience, affiliated with OnePoint BFG, an independent registered investment adviser. Wealth management New Jersey clients trust for personalized planning built around individual goals, not generic templates. Services include retirement transition, estate planning, tax strategy, and risk management. Online portal access provides full transparency into account activity and progress toward long-term financial goals.

Call: 973-244-4216

Connect: [email protected]

Visit: 300 Kimball Drive, Suite 310, Parsippany, NJ 07054

Browse: https://www.lyleweintraub.com/