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 means setting clear financial goals and developing a strategy to achieve them. It 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.
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.
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.
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.
Business planning provides business owners with guidance on key financial decisions, such as budgeting, risk management, cash flow management, and tax strategies. Ensuring the business is positioned for long-term success and stability.
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.