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
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.