Westfield, NJ Office

Westfield Wealth Management, LLC provides investment advisory and wealth management services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and retirement plans. The firm offers portfolio management, comprehensive financial planning, and retirement plan advisory and monitoring services, including periodic investment reporting for accounts managed elsewhere.

Westfield manages accounts on both discretionary and non‑discretionary bases and tailors asset allocations to client objectives, risk tolerance and time horizon, using mutual funds, ETFs and, when appropriate, third‑party money managers or separately managed accounts. The firm employs a mix of analytical approaches — fundamental, technical, cyclical and charting — and supports retirement plan clients with IPS development, model allocation portfolios and participant‑focused services.

A notable feature is Westfield’s affiliation with an accounting firm within the same Christakos Financial group, with common ownership that results in reciprocal referrals between advisory and tax/accounting services while leaving clients free to choose providers. The firm operates as a small supported team (three advisors, roughly $91.6 million in assets under management and about 78 clients) and maintains account minimums for certain services, which may shape the typical client engagement.