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

As a business owner, providing great benefits to your employees can be an effective way to both acquire and retain top talent. And one of the most important benefits you can offer is a company-sponsored retirement plan.

Blog

In the wake of COVID-19, employers are rightfully asking questions about their sponsored retirement plans and fiduciary responsibilities. Stimulus packages and media coverage has paid a lot of attention to individual relief and changes to retirement plans from the employee’s perspective. But what does this mean for your fiduciary responsibility as a plan sponsor? Although each situation is unique depending on your current business needs, there are a couple things you should consider.

Blog

May 29 (aka 5/29) is National 529 College Savings Plan Day, shining a spotlight on an account that allows families to save after-tax dollars, have them grow tax-free and then use the

Blog

Passage of the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) represents the most significant retirement tax reform in decades. In addition to the changes that impact individuals, the SECURE Act also includes changes designed to increase the availability and attractiveness of retirement plans.

Newsroom

Dennis R Huergo, CFP®, ChFC®, CLU®, Vice President, and Financial Advisor at Wealth Enhancement was featured by Investopedia in “Wealthy Americans Have Grown Richer Yet Only One in 1,300 Pay Estate Tax.” 

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.