Northeast Wealth Planners

Northeast Wealth Planners is a financial planner in Manville, New Jersey, serving individuals, families, and small businesses with comprehensive financial strategies. The firm specializes in retirement planning, college planning, business planning, investment management, estate conservation, and insurance solutions, including life, disability, long-term care, and medical coverage. With a foundation in personalized service, the firm helps clients map out, build, and preserve wealth tailored to their unique life stages and goals. Serving clients across New Jersey, Northeast Wealth Planners is recognized for its 5.00 rating, reflecting strong client satisfaction. The team emphasizes education, informed decision-making, and a macro view of financial planning to address challenges such as debt management, asset protection, and retirement readiness.

Founded in 2000 by Daniel V. Wilson, CFP®, CLU®, the firm is built on a team-based approach that leverages more than 25 years of combined experience in financial services. Wilson, a Charter Life Underwriter and Certified Financial Planner, leads with a mission centered on understanding each client’s individual needs, wants, and long-term objectives. The team provides expertise in investment strategies, retirement distribution models, risk management, estate conservation, and business succession planning. Services include managed money platforms, annuities, IRAs, 401(k) and 457 plans, 529 college savings accounts, and alternative investment strategies. The firm also supports professionals and business owners with specialized benefit planning and key person protection solutions.

Northeast Wealth Planners stands out in the Manville area for its client-first philosophy, commitment to transparency, and focus on long-term financial well-being. The firm’s ability to integrate multiple financial disciplines, investing, insurance, estate, and business planning, into cohesive strategies strengthens its role as a trusted advisor. By combining deep expertise with a personalized approach, the firm helps clients navigate complex financial decisions with confidence, ensuring their goals remain aligned with evolving life circumstances. In Manville, it serves as a dependable resource for families and entrepreneurs seeking sustainable financial security.