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Wealth Management

We offer a comprehensive integration of our many financial services to help you plan and manage your various assets. In order to obtain more information about the solutions listed below, be sure to use the form in the contact us section.

Wealth Management Solutions

Wealth accumulation requires protection. We can help.

Once you reach a certain level of financial success, the investment opportunities available to you need more focused attention. Daily decisions can cost you substantial amounts, or generate substantial gains.

Managing wealth successfully requires a broad range of solutions. In addition to our team of professionals, we offer a complete range of services to meet your needs.

Wealth Management. Simplified.

Investment Management

Sound strategy, disciplined analysis, and stringent risk management keep your portfolio moving toward your financial goals.

Estate Planning

We'll help you develop an effective wealth transfer plan and regularly review your estate plan to ensure it continues to meet your changing needs and circumstances.

Trust Services

Preserve your legacy by maximizing the value of your estate through objective guidance. Assistance with trust documents and investment management of trust assets.

Insurance Services

Insurance solutions that protect you, your estate, and/or your business from unforeseen circumstances.

Asset Management and Credit

Corestone Account asset management accounts, custom credit solutions, and consultation regarding debt management and mortgage solutions to meet your unique banking and credit needs.

Business Services

Third Party Administration services for retirement plans, consultation in regard to business expense analysis, planning and benefits, as well as advice for the selection of money managers within the plan.

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*Jersey Benefits Advisors is a trade name for J/M Kaighn, Inc. a corporation registered in the State of New Jersey, and Jersey Benefits Group, Inc. is a corporation registered in the State of NJ.

*John H. Kaighn is a Registered Representative and an Investment Advisor Representative of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

*Insurance services provided by Jersey Benefits Group, Inc., a Licensed Insurance Producer in the State of New Jersey.

*John H. Kaighn is licensed to offer securities through Osaic Wealth, Inc. in the states of DE, FL, IL, MD, NC, NJ, NY, and PA., as well as investment advisory services in NJ. This Website should not be considered a solicitation for securities business or investment advisory services in any other state.

*This web page offers links to other companies. Once a hyperlink is activated, you will be leaving Jersey Benefits Group, Inc., and operate outside Jersey Benefits Group, Inc. Website. Jersey Benefits Group, Inc. is not responsible for the validity, completeness or accuracy of any information provided on those sites to which you may link. Furthermore, Jersey Benefits Group, Inc., Jersey Benefits Advisors and Osaic Wealth, Inc. shall not be liable for any direct or indirect system damage or other problems you may incur as a result of linking to any other website, including any consequences arising from your accessing third party technologies, sites, information and programs made available through Jersey Benefits Group, Inc.

*Click here to view Form ADV Part 2

*Click here to view Form CRS for Osaic Wealth, Inc.

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