Lisa Levine's Contact Details

Lisa Levine's Company Details

Sica Wealth Management LLC

Morristown, NJ, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

SICA Wealth Management is a private, fully independent firm. We are not restricted to any investment product and work exclusively as a trusted advisor, delivering independent minded advice with complete confidentiality. We welcome the opportunity to work closely with you through every stage of the wealth planning process — taking the time to develop a detailed understanding of each client's individual circumstances and objectives.SICA Wealth Management is at the forefront of holistic investment management. We engage clients in an ongoing conversation to analyze their needs, values, intentions, challenges and objectives to develop a single strategic plan for investment, family, retirement and estate planning. This plan connects the unique purpose of the client's life and financial resources with investment planning strategies and tax and asset protection solutions.We invite you to give us a call to discuss our way of thinking.973-975-0750