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Our Company

Westfield Wealth Management is a fee-only financial planning firm that provides comprehensive investment management, financial planning, and retirement plan services to it's clients.

As a Registered Investment Advisory firm, we serve as your fiduciary. This means that we act in your best interests. Our fee-only service aligns our interests with yours.

In the September 2014, Jeffrey Christakos was included in the inaugural New Jersey Society of CPA's list of its members practicing at the highest levels within a specific discipline. He was one of only six CPA's honored in the area of financial planning.

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Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

In The News

Westfield Wealth Management in the news. 

Our Accreditations

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Westfield Wealth Management LLC is a registered investment adviser offering advisory services in the States of New Jersey and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Westfield Wealth Management LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Westfield Wealth Management LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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