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Wealth Management

The Saddle River Capital advantage:  

While backed by the power and resources of TD Ameritrade, Interactive Brokers and Fidelity Investments and versed in traditional investment instruments (stocks, bonds, mutual funds, etc.), Saddle River Capital Management is on the leading edge in investment management with ETF portfolios, in comprehensive retirement plan development, in college planning using 5 star American Funds College America 529 plans and other vehicles for college funding, in comprehensive estate planning, and in a wide range of wealth management products and techniques.

Contact us for more information on our Wealth Management Services including:

  • Investment Management
  • Retirement Planning
  • College Planning
  • Insurance
  • Estate Planning