About

Through tailored and timely financial and investment advice, my goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, I’m ready and equipped to help you make decisions for your future.

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Working with Us

We provide advice, guidance, and resources for your financial life.

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Learn About Me

Stephen A. Luthmann, SE-AWMA, CRPC

Senior Financial Advisor
First Vice President - Investments

Phone Number

(908) 670-5106

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Tailored Financial Strategies. Personal Service.
As a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses or some other goal, I will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products*, and much more.

In my free time, I am active in youth sports with my children and am a sitting board member of the Colts Neck Sports Foundation.  My wife Julie and I live in Colts Neck, NJ with our five children Hallie, Sophie, Jack, Millie and Birdie.

For more information about how I may be able to help you pursue your financial goals, please contact me.

*California insurance license number – 4315014 Resident State New Jersey

*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Certificates

SE-AWMA, CRPC

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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