Millstone River Wealth Management on Monday announced it has moved into larger offices within Marlton — just one building over within the Atriums at Greentree office complex.
Located at 701 Route 73 N., Suite 4, Millstone River Wealth Management’s clients include individuals, families, retirees, small businesses, nonprofits and professionals at various financial stages, seeking investment advice, financial planning, retirement income, college funding, life insurance, long-term care insurance, 401(k) consulting and estate planning.
“We understand managing family or business needs can be stressful. We help clients make smart choices to help them achieve desired outcomes. Our independent financial advisory firm was founded with a commitment to bringing a balanced, comprehensive, and collaborative style of planning and investments for our clients,” Matt Siegel, managing principal, said.