Randy Neumann Wealth Management is a financial planning firm located in Bergen County with over 70 years of collective service.
At Randy Neumann Wealth Management, we are committed to helping you plan for your financial security.
Our mission statement is to assist our clients in achieving their goals and dreams.
Our goal is to inspire you into making informed decisions through education, communication, and service, all of which will exceed your expectations.
With each client, we listen closely to understand their needs, then create and propose personalized solutions that address specific financial goals. Together we select and implement appropriate solutions and meet regularly to review our progress and make adjustments accordingly. We do not look for the “hot product” or the latest” one-size fits all” investment strategy. Rather, we tailor our strategies to your specific goals. By focusing on your goals, we increase the likelihood of helping you achieve your financial dreams.
Our Investment Philosophy:
Investment portfolios for your retirement funds are developed using an investment strategy known as asset allocation, which is simply the investment of your money among different asset classes (stock, bonds, and cash). (Asset Allocation does not ensure a profit or protect against a loss.)
Even if you are new to investing, you may already know some of the most fundamental principles of sound investing. How did you learn them? Through ordinary, real-life experiences that have nothing to do with the stock market. For example, have you ever noticed that street vendors often sell seemingly unrelated products, such as umbrellas and sunglasses? Initially, that may seem odd. After all, when would a person buy both items at the same time? Probably never – and that's the point! Street vendors know that when it's raining, it's easier to sell umbrellas, but harder to sell sunglasses. And when it's sunny, the reverse is true. By selling both items – in other words, by diversifying the product line – the vendor can reduce the risk of losing money on any given day.
We use cutting edge investment strategies to create a portfolio customized to meet your own unique needs, and we will continue to monitor your investments throughout your retirement to ensure that your needs are met.
As communication is vital to our relationship, we strive to continually keep you informed of any issues regarding your investments or the market in general. We will share our thoughts with you through our weekly market commentary, quarterly newsletter, quarterly calls, and annual review meetings.
Randy will work hard to be your trusted advisor when you are faced with critical decisions such as whether or not you can retire and when, how to invest your 401(k) or other employer sponsored retirement funds, how to transfer your possessions to the next generation, and if you will have the financial freedom to do what you want once you retire.
At Randy Neumann Wealth Management, we offer the following services:
- Design and implement a step-by-step retirement plan
- Create a portfolio of world-class money managers customized to meet your individual needs
- Investment advice on your current 401(k)
- Complete review of present and future insurance needs
- Weekly market updates, quarterly performance reports & newsletters
- Annual review meetings
- Optional meeting with your heirs to discuss your estate plan
- Provide you with a single access point to securely view all of your financial accounts, tax and legal documents, insurance policies and more through our WealthVision system
 Wealth Vision Solutions
 Learn about our Wealth Management System |
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Securities Offered Through LPL Financial. Member FINRA/SIPC
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Florida, Maine, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee , and Virginia.