Comprehensive Wealth Management

Solutions

So, what is wealth management?

Wealth management encompasses a range of services, but at ONYX, we believe clients should have the freedom to select the solutions that best meet their needs and exclude those that don’t.

Financial Planning

Financial planning means setting clear financial goals and developing a strategy to achieve them. A clear plan helps clients manage their finances, save for their future, and make informed decisions to reach key milestones, such as buying a home or retiring comfortably.

Our 7-step roadmap is designed to educate clients on essential topics like cash flow management, debt reduction, and goal-based saving, ensuring a solid foundation for long-term financial success. With a basic Financial Plan starting at just $350, there are no excuses.

Investment Management

At ONYX Wealth we work together with our clients to create an investment strategy that aligns with each clients’ goals and values. Our approach is to incorporate, when appropriate, all asset classes. Stocks, bonds and alternatives such as real estate and private investments. With Charles Schwab as our custodian, clients enjoy a cutting edge platform, and complete transparency.

Tax Planning

Attaining high return on investments is always nice, its not usually as nice when Uncle Sam comes for his cut. We work closely with tax professionals to help minimize clients’ tax liabilities. By making strategic investment choices, taking advantage of tax deductions and credits, and planning for future tax scenarios, you get to keep more of your hard earned money.

Wealth Preservation

Preserving wealth across generations requires careful planning. Without a proper estate plan, assets may face prolonged probate, excessive taxes, or be distributed according to state laws. By having an estate plan in place, clients can ensure their wishes are followed and provide peace of mind for everyone involved.

Risk Management

Parents work hard to support their families, but this leaves their young and elderly dependents vulnerable. Putting together a plan for a possibility of an unfortunate time, can help ease the burden in some way. And no, it doesn’t need to be with an expensive and complicated insurance policy.

Lakewood, NJ 08701

(732) 267 1833

ONYX Wealth Management LLC. is a registered investment advisory firm based in New Jersey. The content and information on this website are intended for informational purposes only.

Investing carries inherent risks, and investment outcomes are not guaranteed. Before adopting any investment strategy, we strongly recommend consulting with a qualified financial advisor and/or tax professional.