LAWRENCE

WEFFERLING

 

It's not about how much you make, but, rather, how much you keep that makes all the difference and sets you on the proper path toward true financial success.

LAWRENCE WEFFERLING, CPA

Wealth Advisor

 

A master of the Tax Code with decades of experience uncovering the deductions that even most tax professionals didn't know existed. This is how the COLLINS LAMBERT team describes Mr. Wefferling. He credits much of his success to his attention to detail and his focus on what contributes to the bottom line.

Mr. Wefferling joined Artisan Wealth Management as a Wealth Advisor in 2008 and has been an integral part of their transition to COLLINS LAMBERT in 2019.

 

Being a Certified Public Accountant affords Mr. Wefferling a unique perspective into the financial lives of clients. Combine this with his Series 7 and Series 66 securities registrations held through LPL Financial, and clients are able to benefit from his multi-disciplined approach to pursuing their wealth management needs. Mr. Wefferling is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). Mr. Wefferling earned his degree in Business Administration (B.S.) from Nichols College.

Community service plays a large role in Mr. Wefferling’s life. He is a life member of the North Caldwell Fire Department, Member of the West Essex Technical Rescue Team, and member of the Rotary Club of the Caldwells. Mr. Wefferling enjoys various indoor and outdoor activities with his wife, Debbie, and their two daughters, Julia and Meghan.

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DISCLOSURES

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.

 

LPL Financial registered representatives associated with COLLINS LAMBERT, LLC may only provide counsel to clients and/or prospective clients where COLLINS LAMBERT, LLC and/or its representatives are qualified and properly licensed to do so, or exempt from licensure, and therefore may only discuss and/or transact securities business in the following states:

AZ, CA, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect entirely against loss in periods of declining values. Opinions expressed herein are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult with your trusted financial, tax, and/or legal professional(s) before implementing any strategies related to your financial life.

The COLLINS LAMBERT, LLC web site is limited to the dissemination of general information pertaining to our integrated wealth management services and other general information we believe would be of interest to our clients and friends of our firm.​

 

The information contained within this web site shall not be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, legal and/or any other advice; shall not be construed as an offer to sell, or a solicitation to buy regulated securities; and shall not be construed as creating a professional to client relationship by virtue of your access to this web site. No advice may be rendered by COLLINS LAMBERT, LLC unless a client service agreement is in place.​

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Headquarters:

100 Corporate Drive, Suite 101

Lebanon, New Jersey 08833​

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(908) 366-7630  |  Telephone

(800) 769-6590  |  Toll Free

(908) 366-7639  |  Fax

info@collinslambert.com  |  Email

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Branch Office:

35 Smull Avenue

Caldwell, New Jersey 07006

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(973) 226-3111  |  Telephone

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