Locations: Montclair, NJ ~ Philadelphia, PA

The Top 5 Money Savers

Quit Smoking!

A message from:
William S Jiggetts, President and Chief Planning Strategist
Our goal is to develop strategies that will help you manage many aspects of finances.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Learn how to utilize all of these resources to help you pursue your goals no matter how big or small they may seem.

William S Jiggetts

Phone: 973-239-7800

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Your Financial Future

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

The Power of
Tax Planning Strategies

Understanding tax strategies and minimizing taxes is one of the easiest ways to maximize your return potential. How does one get started? Make tax-smart investment decisions and... (read more)

Family Financial Management Practice


Tax Planning Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.


Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.


One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.


Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

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