We believe that holistic wealth management offers the best chance of achieving your lifetime goals and dreams. That’s why we consider all areas of your life before making a single recommendation.
We believe our actions and recommendations should always be in your best interest, not ours. As a fiduciary, we are legally obligated to put your interest first, without exception.
We believe in avoiding conflicts of interest. We do not receive any commissions from investment or insurance products. We do not offer any proprietary mutual funds or hedge funds. We do not receive any kickbacks or revenue sharing from other service providers.
We believe in offering a simple, transparent fee structure that is based on the amount of assets we manage on your behalf.
We believe in abundance, freedom, and simplicity. That’s the essence of living a life of wealthness.
Wealthness was founded in 2019 by Tibor R. Dani, Jr. Tibor has 20 years of experience in wealth management and is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to founding Wealthness, he owned a financial advisory practice in Mountain Lakes, New Jersey for 13 years. During his career, he has worked on over 1,300 financial plans. When he is not designing financial strategies, he enjoys dancing, tennis, biking, and travelling with his wife and 2 children.