3i Wealth Management
integrity | intelligence | insight
Investment Management
& Business Advisory Services
Helping you navigate the way to a secure financial future.
About 3i Wealth Management
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Our Firm
3i Wealth Management is an Independent Registered Investment Advisor specializing in investment management, tax preparation, and business advisory services. 3i Wealth Management is a fee-only advisor. The firm has a fiduciary responsibility to its clients and always acts to place their clients’ needs above its own.
Our Mission
At 3i Wealth Management, our philosophy is built on three pillars – integrity, intelligence, and insight. Integrity means full transparency of fees. Intelligence is using combined resources and expertise in the area of finance, accounting, and tax law. Insight is what we gain from the comprehensive work we do to understand our clients' needs. We strive on building strong relationships by partnering with our clients to help them achieve their financial goals. Having expertise in financial analysis, accounting principles, and the US tax code strategically positions 3i Wealth Management to provide significant value to our clients.
Services
Tailored Investment Management
Whether it be retirement planning or investing for a child/grandchild’s education, the success of our advisory relationship begins with developing a clear understanding of our client’s financial goals and needs. A comprehensive view is the framework in setting appropriate guidelines and establishes parameters for investing portfolio assets that are consistent with the investor’s risk and return expectations. The objective is delivered by creating well-constructed portfolios within the context of the investor’s goals, risk tolerance, time horizon, liquidity constraints, taxes, and unique circumstances. The process is dynamic in nature as life-changing events occur (e.g. new liquidity needs).
Business Advisory
The numbers of your business tell a story. Understanding these numbers can help serve as a powerful tool to optimize the growth of your company. Our Business Advisory Services assist in providing guidance on how to increase the financial health of your company and assist in creating forward-thinking business strategies.
Phone No.
973-600-9481
Contact
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124 Fairfield Road
Fairfield, NJ 07004