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Text Content

Menu


 * Home
 * About Us 
   * About Us
   * Our Team
   * Our Process
 * Our Services
 * Resource Center 
   * Articles
   * Videos
   * Calculators
   * Tax Resources
   * Glossary
 * Contact








ASPIRE. ACHIEVE.

Bespoke financial planning and asset management.

Learn more


OUR SERVICES


INVESTMENT MANAGEMENT

Grow, preserve, and manage your wealth with custom investment strategies 

Learn More


FINANCIAL PLANNING

Create an optimal road map that serves your long-term financial goals.

Learn More


TAX STRATEGIES

Protect and preserve your wealth with a tax-efficient approach.

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& MORE

From insurance planning to charitable giving, we have various services to help
address your needs.

Learn More


MEET OUR TEAM

JEFFREY ARTHERHOLT



jeff@obsidianwa.com



STEVEN CURRY



steve@obsidianwa.com



BILL BERG



bill@obsidianwa.com



COURTNEY LINSTRA



courtney@obsidianwa.com



VINCE O'BRIEN



vince@obsidianwa.com




HELPFUL CONTENT

Curated articles, videos, and more for a financially savvier you.


WHAT’S YOUR INVESTMENT IQ?

You make decisions for your portfolio, but how much do you really know about the
products you buy? Try this quiz
Learn More


A LIVING TRUST PRIMER

Living trusts are popular, but their appropriateness will depend upon your
individual needs and objectives.
Learn More


SAVING FOR RETIREMENT

This calculator can help you estimate how much you may need to save for
retirement.
Learn More


HAVE A QUESTION? WE'RE HERE TO HELP.

Name
Email
Address
Question
Submit
Thank you!
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CONTACT

Office: 732-978-1200

Fax: 732-945-3783

4000 Route 66

Suite 123B

Tinton Falls, NJ 07753

plan@obsidianwa.com


QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
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 * All Calculators

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