WithumSmith+Brown Unites with PWM Advisory Group to Form Withum Wealth Management

Princeton, N.J.-based WithumSmith+Brown (FY16 net revenue of $147 million) has united with Red Bank, N.J-based PWM Advisory Group, an independent registered investment advisor, to form Withum Wealth Management (WWM).

For several years, PWM has been providing private wealth management services to Withum’s high-net-worth individual and family clients residing primarily in New Jersey, New York, Pennsylvania and Florida.

“This alignment of brands in forming Withum Wealth Management underscores our commitment to being a full-service provider to our clients, helping them to be in a position of strength,” says MP Bill Hagaman. “The relationship helps us achieve our goal to have Withum Wealth become a leading accounting-related wealth management firm in the country.”

An affiliate of Pinnacle Associates, a national firm with over $6 billion of assets under management, WWM is led by an experienced and highly credentialed team with Jim Ferrare as president.