Our partnership means greater resources for you.
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 Management
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.
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
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