Little Egg Harbor, NJ Office

The Wealth Boutique provides financial planning and discretionary portfolio management to individuals, high-net-worth and multi-generational clients, as well as trusts and some institutions; the firm manages about $120.8 million for roughly 317 clients with a team of seven advisors. Services are built around a goals-based planning process with tiered Silver/Gold/Platinum planning packages, ongoing investment management, access to private funds for qualified investors, and insurance products offered by licensed representatives.

The firm describes a financial-planning-led, holistic approach that combines fundamental and technical analysis to create custom asset allocation targets, rebalancing, and tax- and estate-aware recommendations tied to client objectives and risk tolerance. Implementation frequently uses third-party asset managers, model portfolios, and sponsored platforms (including LPL, AssetMark, and Schwab), and most accounts are managed on a discretionary basis.

Compared with many peers, the firm operates from multiple offices and explicitly discloses participation in wrap-fee program arrangements and platform programs (AssetMark, LPL’s MWP/OMP), which the brochure details. The Wealth Boutique also discloses that some advisors are licensed insurance agents and that the firm may receive promotional benefits from insurance companies, transition assistance from a custodian, and engages lead-generation and client-referral arrangements and the use of third-party managers and private funds subject to investor suitability.