Crest Wealth Management

Financial Consulting & Investment Services

115 Wilwood Avenue, Wildwood, NJ 08260
p: 609.522.6098  |  f: 609.522.6114

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For all your financial planning and investing needs

Crest Wealth Management located at Crest Savings Bank, is an independent wealth services firm. The Financial Consultant at Crest Wealth Management helps individuals and families pursue their financial goals and lifestyle objectives through comprehensive financial planning, investing and risk management.


 

Financial Planning
  • Investment Planning
  • Retirement Planning
  • Risk Management
  • Tax Strategies
  • Education Planning
  • Estate Strategies
Investment Strategies
  • Stocks and Bonds
  • Mutual Funds
  • IRAs and Roth IRAs
  • Managed Portfolios
  • Annuities
  • Insurance
Visit our website

Certified Financial Planner®

Anyone can claim to be a financial planner. But working with a CFP professional will give you comfort knowing your advisor is held to high education and ethical standards.

Our CFP Professional, Tod Shoffler, has over 20 years of financial planning and investment experience. Tod and his team can help you develop your "3 C's Plan":

  • Confident Financial Plan
  • Comprehensive Financial Plan
  • Certified Financial Plan

Start your journey towards financial independence today by contacting a member of the Crest Wealth Management team.

 

Tod-Shoffler Heather-Cripps  Karen-Gassler

Tod D. Shoffler, CFP®

VP / Wealth Advisor
phone: 609.522.6098

email Tod

Heather Cripps

AVP / Operations Manager
phone: 609.522.6118

email Heather

Karen Gassler

Administrative Assistant
phone: 609.522.6098

email Karen


 FINRA Broker Check


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Crest Savings Bank and Crest Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crest Wealth Management, and may also be employees of Crest Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crest Savings Bank or Crest Wealth Management. 

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency May Lose Value
Not Bank Deposits or Obligations Not Bank Guaranteed

 

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