Tax & Accounting For Today,Financial Planning For Tomorrow.
Koleda Wealth Planners LLC is an independently owned financial planning and wealth management firm located in South Jersey. We help clients build wealth by aligning their financial goals with their values to create financial independence. As an independent wealth management firm, we have the flexibility to offer solutions rather than products. This allows us to offer the best options for our client's unique situation.
Comprehensive Financial Planning
Cash Flow & Debt Management
Retirement Savings & Income Planning
Risk Management & Insurance Planning
Tax & Estate Planning Strategies
How We Are DifferentWe are a team of licensed tax professionals and wealth advisors who provide tax-optimized investment strategies. We take a holistic approach to designing wealth management strategies that consider every aspect of your financial health, including the tax implications of each decision made.
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Address4101 South Route 42Turnersville, NJ 08012
© Copyright 2022 Koleda Wealth Planners LLC. All rights reserved.
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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Accounting, and tax services offered through Koleda Tax LLC d/b/a Fanty, Koleda & Associates.