WithumSmith+Brown (Withum), PC, has united with PWM Advisory Group, LLC (PWM), an independent registered investment advisor, to form Withum Wealth Management (WWM). For several years, PWM has been providing unbiased private wealth management services to Withum’s high-net-worth individual and family clients residing primarily in New Jersey, New York, Pennsylvania and Florida.
“This alignment of brands in forming Withum Wealth Management underscores our commitment to being a full-service provider to our clients, helping them to be in a position of strength,” said Bill Hagaman, Withum’s managing partner and CEO. “The relationship helps us achieve our goal to have Withum Wealth become a leading accounting-related wealth management firm in the country.”
An affiliate of Pinnacle Associates, Ltd., a national firm with over $6 billion of assets under management, WWM is led by an experienced and highly credentialed team with Jim Ferrare as president. The advisory group is a true fiduciary and has multiple Certified Financial PlannerTM practitioners (CFP®s) and Chartered Financial Analysts® designation holders (CFA®s) on staff. Services include financial and lifestyle planning, personal wealth counsel, investment management and retirement and social security analysis.
Established in 1974, Withum is committed to providing quality services and innovative solutions to businesses, non-profits, individuals and communities. As one of the nation’s 30 largest accounting and consulting firms, the firm also is a member of HLB International, a worldwide network of independent professional accounting firms and business advisors committed to assisting clients build and expand globally.