The Road Ahead

When you are preparing for a successful retirement, you need to select the right partner to develop, implement, and manage your unique strategic plan. Scholar Wealth combines professional skill and experience with a personal touch to deliver customized solutions. We understand that people don't care what we know until they know how much we care. That is why your advisor will walk you step by step through our processes to create and manage your plan. We strive to provide the highest level of service and advice to all of our clients.

Our Mission

“It was Scholar’s vision to create a client-first advisory firm that would have no corporate agenda and be free to provide unbiased, objective advice to its clients. We listen to our clients and we understand that our success depends on your long-term success. As a small firm your advisor can devote the time needed to properly manage your personal objectives. As an independent advisor Scholar has the freedom to choose the best technology and financial products available. There are no do overs when it comes to investing and that is why you need the knowledge, expertise and passion that Scholar Wealth Management delivers on a daily basis. We promise to deliver an unparalleled service experience and professionalism in all that we do.”

Stephen Littenberg CLU, ChFC, CFP®
Principal Scholar Wealth Management

Work with Scholar, your retirement expert.

Get A Plan

A customized plan for your financial goals is essential to your success.

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Get Results

Properly managing your wealth requires attention to detail, technical knowledge, and discipline.

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Get In Touch

Need answers to your questions, let us help you.

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Who We Are

 

Scholar Wealth Management provides integrated investment advisory, estate planning, and tax services to help our clients achieve their financial goals.

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The Road Ahead

When you are preparing for a successful retirement, you need to select the right partner to develop, implement, and manage your unique strategic plan. Scholar Wealth combines professional skill and experience with a personal touch to deliver customized solutions. We understand that people don't care what we know until they know how much we care. That is why your advisor will walk you step by step through our processes to create and manage your plan. We strive to provide the highest level of service and advice to all of our clients.

Our Mission

“It was Scholar’s vision to create a client-first advisory firm that would have no corporate agenda and be free to provide unbiased, objective advice to its clients. We listen to our clients and we understand that our success depends on your long-term success. As a small firm your advisor can devote the time needed to properly manage your personal objectives. As an independent advisor Scholar has the freedom to choose the best technology and financial products available. There are no do overs when it comes to investing and that is why you need the knowledge, expertise and passion that Scholar Wealth Management delivers on a daily basis. We promise to deliver an unparalleled service experience and professionalism in all that we do.”

Stephen Littenberg CLU, ChFC, CFP®
Principal Scholar Wealth Management

Work with Scholar, your retirement expert.

 

 

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Company Info

Scholar Wealth Management
11 Wharf Avenue, Office Suite 1
Red Bank, NJ 07701
Phone: 732-224-7090
Email: steve@scholarwealth.com

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