Prestige Wealth Management Group, LLC

About Prestige Wealth Management Group, LLC

<p>Founded in 1995, Prestige Wealth Management Group, LLC runs a New Jersey-based advisory practice with offices in Flemington and Millburn. The firm works with clients across the New York–New Jersey metro area.</p> <p>Prestige provides wealth management services that cover financial planning and investment management, along with insurance, tax, accounting, and estate planning support. The team includes advisors with CFP® and ChFC® credentials and builds coordinated plans for executives, business owners, physicians, retirees, and families.</p> <p>For employers, Prestige offers <a href="/retirement-plans">retirement plan provider</a> support through 3(21) fiduciary services, giving plan sponsors an advisor who makes investment recommendations while the sponsor retains final decision-making authority. As of 2026, the firm reports $0.6B in assets under management.</p> <p>One differentiator is the firm’s mix of planning, investment, and tax/accounting capabilities under one roof, which helps clients keep their strategy and implementation aligned.</p> <ul> <li>Wealth management and ongoing financial planning</li> <li>Investment management and portfolio guidance</li> <li>3(21) fiduciary investment advice for retirement plans</li> <li>Insurance planning, tax/accounting, and estate planning coordination</li> </ul>

Website: https://prestigewmg.com/

Founded: 1995