Westfield Wealth Management

WESTFIELD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CRANFORD, NJ. The firm manages $92 million in assets, $85 million on a...

Westfield Wealth Management

WESTFIELD WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in CRANFORD, NJ. The firm manages $92 million in assets, $85 million on a discretionary basis. It has 3 employees and 3 investment advisers.

Website

westfieldwealth.com

linkedin.com/company/westfieldwealthmgmt

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

Cranford

Corporate office

Westfield, NJ, United States

What services does Westfield Wealth Management offer?

The firm offers portfolio management for individuals, financial planning, and pension consulting services, according to its most recent Form ADV filing. It does not offer brokerage execution, proprietary investment products, or commingled funds. The firm's planning work often covers retirement income projections, tax-aware withdrawal strategies, and small-business retirement-plan design.

Is Westfield Wealth Management a fiduciary?

Yes. As a SEC-registered investment adviser in New Jersey, the firm is held to a fiduciary standard requiring it to act in clients' best interests. The firm acknowledges this fiduciary duty in its Form ADV Part 2A, the disclosure document provided to all prospective clients.

What does the firm typically invest in for clients?

The firm builds client portfolios using exchange-traded funds and mutual funds spanning equity and fixed-income markets. There are no publicly disclosed allocations to private equity, venture capital, hedge funds, or direct real estate. The firm states it selects funds based on cost, track record, and fit within a broader asset-allocation framework.

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