Financial Guidance and Asset Management for Generational Wealth Planning
Crafting enduring financial strategies with a personal touch, just for you.
Who We Are
Located in the heart of New Jersey, Wavewood Private Wealth was founded on a simple conviction: that wealth management done right is indistinguishable from a relationship built on trust. Today, two dedicated advisor teams — the Schmidt/Tacinelli Team and the Castner/Libman Team — carry that founding vision forward, each with its own story and expertise, united by a shared commitment to the families they serve across generations.
Our commitment to excellence and personalized service helps to ensure each multi-generational relationship we serve understands their relationship is rooted on trust, experience and personalized care.
Services
Focused on You to Help You Reach Your Goals
Our services are best suited for individuals who are not just planning for a lifetime but for generations to come. Our clientele includes:
Executives and Business Leaders
Philanthropic Foundations and Family Trusts
Families and Individuals Planning for Significant Transitions
Legal and Accounting Professionals
Insights
Stay informed with the latest financial insights.
