Warren Team

25 Independence Blvd., Suite 102

Warren,

NJ

07059

About the Warren Team

We're not just financial advisors—we're partners in your financial journey. The Warren team understands you and your aspirations and we’re here to help simplify your financial life. Serving central New Jersey for over 30 years, our credentialed professionals ensure responsive and accessible support. From business owners to medical professionals and executives, we're always there when you need us, fostering open, caring relationships and helping you make smart decisions.

Resources from our team

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Blog

At the end of each calendar year, both individuals and retirement plan sponsors alike must get their retirement plans in order. But what are the smartest moves you can make before the next year comes? Turns out, taking a few simple steps today can have a significant impact on your overall retirement plan outcomes. Let’s go through some moves you should consider making, all vetted by the wealth planners at Wealth Enhancement.

Blog

If you’re thinking about partnering with a financial advisor, there’s a lot to consider. Are they a fiduciary (legally obligated to always act in your best interests)? What types of services do they offer? How are they paid? And what kinds of qualifications do they have?

Blog

In the journey of life, preparing for retirement can seem like a distant priority, especially if you’re a millennial focused on more immediate financial concerns like buying a home, repaying student loans, or saving for your children’s education.

Blog

Many retirees depend on pensions to fund their retirement, and many employers still offer Defined Benefit pension plans. At retirement, Defined Benefit Plan participants typically have the option to receive their pension as a lump sum (single) payment or in the form of annuity payments.

Blog

You're not alone if you're unfamiliar with the net investment income tax (NIIT). While it's been around since 2010, it's not something that impacts everyone. However, if you have annual investment income and are a high-income earner, you could be subject to this tax—making it important that you understand what it is, how it’s calculated, and how you can plan for it.

Team locations

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.