Net Worth Management, Inc.

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Description

  • Net Worth Management, Inc. was founded in 1998 by Douglas W. Todd, Chief Executive Officer and the creator of The Net Worth Maximizer.From school teachers, to business owners, to senior executives of major Fortune 500 companies, The Net Worth Mazimizer provides our clients with the strategies to grow, protect, and distribute their assets with tax efficiency.Through our Wealth Management Solution process, we are able to provide our clients with a web-based account aggregation platform that allows us to securely view and monitor their portfolios. With our system, our clients are always up-to-date and organized, allowing them to focus on other areas of their busy lives.David Schluer, former Chief Investment Officer at Beneficial Corporation, brings to Net Worth Management, Inc. 40 years of experience developing portfolio strategies and implementing investment strategies for institutional, corporate and private clients. Recently, Net Worth Management, Inc. attracted the attention of former New York Giants quarterback, Scott Brunner. After 20 years on Wall Street, Scott joined Net Worth Management, Inc. as Executive Vice President. He is the creator of our Sports Management Solution, a service that helps professional athletes, agents, and coaches focus on and plan for their financial future. The Sports Management Solution also helps young athletes and their families navigate the many issues (financial, academic, performance, and recruiting) they will face in their preparation for college and beyond.
  • location

    Headquarters:10 Madison Avenue , Morristown, New Jersey, United States

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  • Net Worth Management, Inc. phone

    Phone Number: +1 973-590-2919

  • Net Worth Management, Inc. website

    Website:

  • Net Worth Management, Inc. employees

    Employees:7

  • Net Worth Management, Inc. revenue

    Revenue:$1 - 10M

  • Net Worth Management, Inc. legal name

    Legal Name:Net Worth Management, Inc.

  • Net Worth Management, Inc.'s Social Media

    Net Worth Management, Inc. linkedin
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  • |  NAICS Code: 236115  |

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CEO for Net Worth Management, Inc.

Douglas Todd

Founder And Chief Executive Officer

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View Employees

Lisa Konefal

Operations Manager

Frequently Asked Questions regarding Net Worth Management, Inc.

  • Where are Net Worth Management, Inc.'s Headquarters?

    Net Worth Management, Inc.'s Headquarters are in 10 Madison Avenue ,Morristown,New Jersey,United States

  • What is Net Worth Management, Inc.'s phone number?

    Net Worth Management, Inc.'s phone number is +1 973-590-2919

  • What is Net Worth Management, Inc.'s Revenue?

    Net Worth Management, Inc.'s revenue is $1 - 10M

  • What is Net Worth Management, Inc.'s NAICS code?

    Net Worth Management, Inc.'s NAICS code is 236115

  • How many employees are working in Net Worth Management, Inc.

    Net Worth Management, Inc. has 7 employees

  • What is Net Worth Management, Inc.'s Industry?

    Net Worth Management, Inc. is in the industry of Insurance

  • Who is Net Worth Management, Inc.'s CEO?

    Net Worth Management, Inc.'s CEO is Douglas Todd

  • Who is Net Worth Management, Inc.'s Operations Manager?

    Net Worth Management, Inc.'s Operations Manager is Lisa Konefal

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