Cassa Wealth Management | Financial Advisor | Financial Services

About CWM

Cassa Wealth Management is a private wealth management firm focused on helping individuals, families, and businesses plan for a confident financial future.

We provide leadership, knowledge, and experience to help our clients prioritize their personal and business goals.

We are here to help you strive for the financial independence that seeks to enable you and your family to enjoy the rewards of living life on your terms by having the income you need to focus on the present and not the market.

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"Cassa Wealth Management listens to our concerns and make my wife and I feel like we really matter.......Their comprehensive Financial Planning Process and Retirement Income Strategy made us feel confident that we were ready to retire."

- Andrew M.

This statement is a testimonial by a client of the financial professional as of 4/4/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"CWM reaches out to me during turbulent times, taking a proactive approach to ensuring that I understand what is going on in the markets......It is rare that you will find a Financial Advisory Firm that cares more about their clients than CWM does!"

- Sean O.

This statement is a testimonial by a client of the financial professional as of 4/4/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

"Their staff goes above and beyond what I have received from any of my previous advisors."

- Robert D.

This statement is a testimonial by a client of the financial professional as of 3/29/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Comprehensive Financial Planning

Do You Dream of Retiring Early and Living Confidently?

Our Wealth Management Practice helps affluent individuals and families pursue financial freedom by developing tax-efficient plans to:

Retire early and live off their investment income.
Preserve principal for discretionary expenses, life events, and to leave a legacy to future generations.

Individuals & Families

Are You Ready To Grow Your Business?

Whether you want to grow, maintain, or sell your business, our planning process can help. Business clients we strive to support best are:

Business Owners in the Accumulation Phase
Business Owners seeking to maximize tax savings opportunities
Business Owners ready to build a Succession Plan & transition into Retirement

Business Services

Does Your Corporation Feel Supported?

We support corporate executives and professionals, small business owners, and professional practices. Among the corporate clients we strive to serve best are:

Corporations looking to consult with a retirement plan specialist.
Clients with 401k Plans who are failing testing and losing tax deferral/deduction opportunities
Corporations not receiving the education and service they deserve on their existing plan.

Corporations

Our Proprietary Planning Process Helps Clients Mitigate The Sequence of Returns Risk Throughout Their Retirement Period.

Planning

Cassa Wealth Management (CWM) believes all client engagements must begin with a customized Financial Plan.

more about our firm

Prioritization

In order to establish a cohesive personalized Financial Plan, CWM assists our clients in prioritizing their financial goals.

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Portfolio

We help our clients develop a customized portfolio based upon your Goals & Objectives, Risk Tolerance and Time Horizon.

more about our approach

Personalization

At CWM, we strive to provide excellent service to all our clients by focusing a client experience that is personalized on your preferences, not ours.

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Download the Ebook: Top 10 Mistakes Investors Make Regarding Their Retirement Income Strategy

From retirement mistakes to not maximizing benefits, learn the top 10 mistakes we see investors make regarding their retirement income strategy.

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5 Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020/2021/2022/2023/2024/2025 Five Star Wealth Managers.

The 2023 AdvisorHub “Advisors to Watch” award was announced in June 2023. Data as of 12/31/2021 and 12/31/2022 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.

We Are Never Too Busy To Be A Resource For Someone You Care About.

Let's Connect

If you're an affluent family striving for financial freedom, schedule a free consultation today to discuss your financial goals.

Visit Us:
800 Kinderkamack Rd, Suite 100 S, Oradell, New Jersey 07649

Call Us:
201-355-2112