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Our partnership means greater resources for you.

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Why Smolin & Cassa Wealth Management Teamed Up

After careful consideration Smolin Wealth Advisors have decided that the time is right to get more involved in our clients’ financial affairs to help navigate these challenging times. To assist in this process we often engage with outside resources and financial advisors with whom we have long-standing relationships and a trusted partnership. We believe that by integrating financial planning and tax advice we are able to more effectively enable our clients to reach their long-term goals.

James T. Cassa, CPA, Cassa Wealth Management3e2e813

Jim Cassa is the founder and President of Cassa Wealth Management, P.C. an independent Investment Planning and Wealth Management firm in Paramus, NJ. With more than 25 years in finance, Jim is a widely respected and trusted advisor providing comprehensive Financial Planning for High Net Worth Individuals, Corporate Executives and Small Business Owners.

Jim Cassa is affiliated with and Securities, Financial Planning, and Advisory Services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.  Cassa Wealth Management and LPL Financial are separate entities from Smolin, Lupin & Co., PA and Smolin Wealth Advisors.

Featured Content

Retirement Income Planning

You may be retired longer than you think. Download this eBook to learn the answers to many questions you may have while planning for income to last your lifetime.

See more from Cassa Wealth Management

Visit Cassa Wealth Management’s website for more great resources that will help to prioritize personal and business goals and aid in better wealth management. >>>Visit website

Addressing a Retirement Savings Shortfall

If you face the challenge of rebuilding or creating your retirement fund after 40,  Download this whitepaper for some steps that may help you.

Blog: Will My Money Last Through Retirement?

Most investors spend the majority of their lives attempting to accumulate investable assets. As they begin to achieve some of their goals, the time horizon shortens in terms of reaching other goals.  >>>Read more

Social Security: Know Your Options

96% of U.S. workers are covered by Social Security, but many do not take full advantage of the options available to them. Download this whitepaper to learn about your options and maximize your benefits.

Planning for Health Care in Retirement

One of the most valuable things you can take into retirement is the confidence knowing your health care is covered. Download our guide to the 4-step process for creating a health care plan.

Blog: Smolin & Cassa Wealth Management Join Forces

Our client’s financial well-being is in our best interest. The better we can understand your financial goals the easier it will be for us to keep you on track to achieve them. >>>Read more

Pssst.

You didn’t hear this from me, but Cassa Wealth Management and Smolin are working together to help their mutual clients. Sounds cool, you should check it out. And remember, I was never here… #worstkeptsecret