Wealth Management Consultants (NJ) Overview

  • Founded
  • 1998

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Wealth Management Consultants (NJ) General Information


Provider of financial services. The company provides a range of services, including financial advice, estate and income tax planning, compensation and benefit planning and investment advisory services.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Accounting, Audit and Tax Services (B2B)
Other Industries
Other Financial Services
Consulting Services (B2B)
Primary Office
  • 355 Madison Avenue
  • Number 220
  • Morristown, NJ 07960
  • United States

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Wealth Management Consultants (NJ) Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Wealth Management Consultants (NJ) Executive Team (1)

Name Title Board Seat Contact Info
Thomas Ross Jr. Founder & President
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