Northeast Wealth Planners

Northeast Wealth Planners is a financial planner in Manville, NJ. The firm helps individuals, families, and small business owners map out, build, and preserve wealth through retirement planning, college planning, and business planning services. The practice holds a 5.00 rating from the customers who have reviewed it.

The firm was founded in 2000 by Daniel V. Wilson, CFP, CLU, who serves as President and CEO. The team brings more than 25 years of experience in financial services to clients across the area. Their approach is built around understanding each client's unique financial and life situation, educating clients on the options and strategies available to them, and considering the unintended consequences of every financial decision. The team includes Investment Specialist Andrew Riviello, who joined the firm in 2018 to help identify client investment needs through research and financial planning tools, and Executive Assistant Vivian Conners, who has been with the practice since September 2012.

The office is located at 92 East Main Street, Suite 406, in Manville, NJ.

Service offerings extend well beyond retirement and college planning. The Portfolio of Services covers investment planning, including allocation models, managed money platforms, variable and fixed annuities, and stocks, bonds, and mutual funds. Retirement work spans qualified and non-qualified plans, 403(b), 401(k), 457, Roth, and IRA accounts, and pension plans. College planning focuses on 529 plans. Insurance planning addresses life, disability income, long-term care, medical, and estate protection. Estate planning covers wealth building, conservation and distribution, and planned giving. Business planning includes buy-sell funding, business continuation and succession planning, key person protection, business overhead expense protection, business loan protection, salary continuation, split dollar and executive bonus plans, deferred compensation, and group benefits. The firm also maintains professional alliances with attorneys, CPAs, and property and casualty mortgage specialists.