Our team approach ensures that our clients benefit from:
- Understanding the big picture: Your cash flow, estate, tax, insurance and investment planning are all part of the equation, in every decision.
- Keeping up with the times and staying agile: As markets and laws change, so too will your financial plan. Investments will be adjusted to take advantage of new conditions.
- Independence: Being privately held and independent lets us focus exclusively on our clients’ financial needs. Our advice is tailored to your specific goals.
At Wealthspring Financial Partners, we’re dedicated to empowering our clients and giving them the financial confidence they need to navigate life’s many transitions. Through purposeful financial education, trusted guidance, and a holistic approach to financial planning, we help give you the freedom you deserve to live the life you desire.
Decades of Trusted Financial Guidance
Wealthspring traces its roots to Nisivoccia LLP, a top-25 certified public accounting and wealth management firm in New Jersey. Founded over 50 years ago, Nisivoccia began as an accounting practice and soon expanded into financial advisory. Wealthspring was created by the Nisivoccia Wealth Advisors and Accounting Partners to accelerate our expansion into tax-centric financial planning. As one of the top Avantax advisory firms in the northeast, Wealthspring has also become a preferred growth partner for many other local tax and advisory practices.
With multiple offices in New Jersey and New York, we serve clients throughout the tristate area and around the country. As an independent financial firm, we can focus on always putting our clients’ needs first, and only make recommendations that are in your best interests.