About

Scholar Heritage

Scholar Wealth Management is a full-service financial planning firm that serves academics, individuals, business owners and professionals. Stephen Littenberg founded the firm in 2010. Prior to founding Scholar, Stephen was a partner in Gitterman & Associates where he specialized his practice in providing comprehensive planning to academics in the New Jersey State teacher’s pension. He has provided educational seminars for the top universities and colleges in New Jersey and has extensive knowledge in working within the academic community. Working with hundreds of faculty and staff has endeared Stephen to the academic community. The Scholar name embodies the firm’s heritage of serving the university marketplace.

“When working with academics, it is not uncommon that I am not the most educated person in the room. Many of our clients have PhDs and MBAs from top Ivy League schools and some are regarded as the foremost experts in their field. Still, no one can be an expert in every field and finance can often be complex and confusing. An intelligent person can read magazines and books on investing, watch the financial news and research investments, only to end up with lackluster performance, stress and lost time. A number of my clients are former self-directed investors, and today they are still directing their investments, only now they work with Scholar as a partner. This helps them reduce stress and free up their valuable time. By working with Scholar you are able to pursue your professions, hobbies and dreams.”

Stephen Littenberg CLU, ChFC, CFP^®, AIF^®
Principal Scholar Wealth Management

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

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