TFS Wealth Management

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TFS Wealth Management TFS was founded back in 1968 centered on the belief that the interests of the client must always come first.

Securities offered through TFS Securities, Inc. • Member FINRA (www.finra.org)/SIPC (www.sipc.org), a full service broker dealer located at 437 Newman Springs Rd., Lincroft NJ 07738 | (732)758-9300 • Investment Advisory services offered through TFS Advisory Services a division of TFS Securities, Inc. Mortgages offered through TFS Mortgage Corporation, Inc. • Correspondent Residential Mortgage Lender • New Jersey Department of Banking and Insurance

Registered Mortgage Broker NY State Banking Department • Licensed Mortgage Broker Florida Office of Financial Regulation • Firm NMLS ID # 51460

Insurance Products offered through TFS Insurance Agency, Inc. • Located 437 Newman Springs Road, Lincroft, NJ 07738 / 1-800-833-1862 / 732-758-9300

This communication is strictly intended for individuals residing in the state(s) of NJ, NY and PA. No offers may be made or accepted from any resident outside the specific states referenced. Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. We are all committed to delivering an unparalleled level of service to our clients. As your Trusted Advisor, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Guiding Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 800-833-1862.

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
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The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Ready to retire? Prepare with these key questions for those ready to take the big step.
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Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
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Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
10/15/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
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Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment str...
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Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and ...
10/12/2026

Should you focus on paying off debt or put your extra dollars to work? This calculator helps you compare both paths and think through what makes sense for you.

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
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When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

There are billions in unclaimed dollars in the US. Is some of that yours?
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There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Address

437 Newman Springs Road
Lincroft, NJ
07738

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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