Bob Voorhees is a Senior Vice President/Investments with the Voorhees Wealth Management Group. A graduate of Montclair State University in New Jersey, Bob began his investment industry career with A. G. Edwards in 2002 and joined Stifel in 2016 from RBC Wealth Management.
Prior to making his investing hobby his career, he owned several companies and served in multiple corporate executive officer capacities, both of which provided Bob with extensive international business experience.In 2006, he completed the comprehensive curriculum to earn his CERTIFIED FINANCIAL PLANNER certification.
Prior to making his investing hobby his career, he owned several companies and served in multiple corporate executive officer capacities, both of which provided Bob with extensive international business experience.In 2006, he completed the comprehensive curriculum to earn his CERTIFIED FINANCIAL PLANNER certification.
Services
Our clients value our experience and resources in comprehensive wealth management. They trust us to guide and educate them, their families, and their legacies to plan for the present and the future and ensure retirement readiness. To our group, integrity means that our clients' interests come first.
Simply put, our mission is to help our clients gain financial independence. We implement a personal approach to investing for individuals, families, and business owners, helping them pursue their financial objectives, goals, and dreams. We strive to help manage the financial opportunities and risks they will encounter throughout life.
Our first priority is employing risk management strategies to seek to reduce the risk of loss. Then, we look to build, manage, mitigate risk, and transition wealth within a client's true risk tolerance to help them pursue their goals. We implement a tactical investment strategy. Markets move so quickly and can be inefficient in the short term in today's fast-paced and volatile environment.
As Stifel Financial Advisors, the Voorhees Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (1)
Jeramy Gordon
Nov 11, 2019
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Bob Voorhees and the whole team at the Voorhees Wealth Management Group are amazing. I trust Bob with all my investments and he provides top notch advice. Financial planning can be very complicated and risky, Bob takes the time to fully explain his strategy based on my individual goals and has never take a cookie-cutter approach to my finances. I’ve never been so comfortable and trusting of a financial planner.
