Harold Wachtel

62 Passaic Valley Road
Montville, NJ 07045

About Wachtel Capital Management

Wachtel Capital Management, LLC is a fee-based, independent Financial Planning Firm based in Montville, New Jersey. Our philosophy is to provide individuals, families and business owners with an approachable, trusted advisor who is always on a quest to do what is right for you, our clients and friends!

Our mission is to create, protect and maintain wealth for our clients through a long term effective asset management and insurance planning relationship. We build our client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Our success is based on our avid commitment to research and knowledge. We have equipped our business with the most advanced technology and aligned ourselves with the top professionals available in the financial service, legal and tax planning industries and utilize each of them to the fullest. These investments in our business have allowed us to give our clients the intensely personalized investment and insurance planning services deserved by all.

7 Years of Experience



General Information
States Licensed in:   NJ, NY, DE, MS, AZ,
Number of Years with Current Firm:   1
Work Experience:   Partner at Horizon Point Wealth Management, LLC.
I work with the following types of clients:   Individual Investors , Non-Profit Organizations , Businesses


Services
Investment Types:   International Investments , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Life , Variable Life , Long Term Care , Variable Annuity
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   50,000
Compensation Methods:   Based on Assets , Commissions
Fee % Based on Assets:   1
Minimum Fee Charged for Managed Accounts:   1



FAQs

Harold Wachtel

Harold Wachtel