Withum

Withum is a bookkeeper in Red Bank, New Jersey. The firm specializes in lifestyle planning, personalized wealth counsel, and tax-sensitive portfolio management. As a registered investment advisor, the firm provides services focused on protecting, enhancing, and growing wealth through integrated financial solutions.

Withum Wealth Management was established in 2010 through a combination of principals from a multi-billion investment advisor and the accounting and consulting firm Withum Smith & Brown. The firm operates with a fiduciary duty, meaning they are legally obligated to act in the best interest of their clients. Their investment philosophy utilizes both traditional and non-traditional approaches to help clients navigate market changes and achieve long-term goals. The team offers expertise across wealth management, investment management, and accounting advisory services, providing the resources of a large firm alongside the personalized attention of a boutique manager. Their fee structure is based on assets under management rather than commissions, which is intended to remove potential conflicts of interest.

The office is located on Newman Springs Road, situated a short drive from the Garden State Parkway and near the Swimming River. The location is also within a mile of Oakwood School and Swimming River Elementary School.

Withum is recognized for providing well-documented business information and maintaining a professional presence. The firm stands as a highly credentialed advisor, utilizing a diverse team of experts to coordinate all aspects of a client's financial life.

Withum provides specialized wealth management and consulting services to clients throughout Red Bank and the surrounding New Jersey area.