Tempewick Wealth Management — Mendham, NJ
For families with assets above ten million, designed insurance architectures most advisors do not know exist.
Or call (973) 285-1000.
Tempewick Wealth Management is an independent advisory firm in Mendham, New Jersey.
For thirty years we have served ultra-high-net-worth families through one founder, one practice, and a narrow set of services we do exceptionally well.
Estate architecture. Private Placement Insurance. Investment stewardship.
The Founder
John A. Anderson, CLU
Founder and Managing Principal. Former Vice President at J.P. Morgan Private Bank. Wall Street Journal–featured wealth advisor and Five Star Wealth Manager for twelve consecutive years.
Estate Architecture
Trust-aligned estate structures designed alongside your attorneys. Long-term tax efficiency through planning horizons that span generations rather than calendar years.
Private Placement Insurance
PPLI and PPVA architectures for qualified purchasers and accredited investors. Alpha Alliance member at Philadelphia Financial — among the smallest group of firms in the country with sustained access to these structures.
Investment Stewardship
Discretionary portfolio management held to a fiduciary standard. We accept mandates involving concentrated positions, complex holdings, and intergenerational transfer requirements.
- Wall Street Journal
- Five Star Wealth Manager — 12 years
- Forum 400
- MDRT Top of the Table
- Alpha Alliance
A conversation is the right first step.
5 Cold Hill Road S, Unit 14, Mendham, NJ 07945 · (973) 285-1000