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Daniel H. McElwee, CFP®

Ventura Wealth Management

200 Princeton South Corporate Center
Suite 150
Ewing, NJ 08628
Phone: (609) 671-9100

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Corporate Finance
  • Employee Benefits
  • Getting Married
  • Insurance
  • Job Loss
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.