A lifetime
of real
financial solutions

We seek a deeper understanding of our clients’ unique financial circumstances to develop more personalized, more comprehensive long-term solutions to the investment challenges you face today.

A lifetime
of real
financial solutions

We seek a deeper understanding of our clients’ unique financial circumstances to develop more personalized, more comprehensive long-term solutions to the investment challenges you face today.

A lifetime
of real
financial solutions

We seek a deeper understanding of our clients’ unique financial circumstances to develop more personalized, more comprehensive long-term solutions to the investment challenges you face today.

Securing
Your Future
Securing
Your Family
Securing
Your Freedom

A Trusted Advisor.

Trust is the foundation of a lasting client relationship. At Biltmore, that’s an important reason why once clients come to us, they stay with us. We are trusted financial advisors with offices in Princeton, NJ, and Boca Raton, FL, focused on wealth management and financial planning for high net worth families and individuals throughout the country. As a fee-only registered investment advisor, our focus is on what’s important: your family’s financial security.

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Wealth Management Services

Biltmore takes a more personal approach to addressing the financial challenges of clients with substantial assets. Our investment strategies and financial management solutions are carefully customized for each of our clients and their family needs.

We pride ourselves on offering a more complete range of services that clients require today, with the individual attention, due diligence, risk management discipline and objectivity you expect from a trusted advisor.

Our Wealth Management capabilities include:

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Margin Loans: More Competitive Rates

Biltmore consistently offers among the best margin loan rates available. Learn about effective margin loan strategies that can help put your investments to work with more borrowing flexibility.

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Corporate Executive Services

Biltmore has deep experience working with the financial planning needs of corporate executives at Fortune 500 corporations, in particular issues relating to company stock holdings, sales and tax consequences.

Our customized solutions for corporate clients include diversification, hedging and lending strategies, aggregation services, private vault services and more.

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Insights & News

  • August 23, 2016

    Economic Policy Risk and Financial Markets

    Much is being said about the potential effects of the U.S. Presidential election this fall. Concerns abound about the potentially devastating effects of “higher taxes and bigger government” if Clinton wins or “trade wars”...

  • August 16, 2016

    State Income Tax Savings

    State Income Tax Savings:  Investors who live in states with high state income tax rates may find retirement saving to be especially valuable if they retire to a state with little or no income...

  • August 9, 2016

    A Less-Known Federal Investment Income Tax Break

    A Less-Known Federal Investment Income Tax Break:  One of the least understood breaks on Federal taxation of investment income occurs when investors use Section 1256 contracts such as futures contracts for short-term trading. A...

  • August 2, 2016

    Federal Income Taxation of Municipal Bond Interest

    Federal Income Taxation of Municipal Bond Interest: Interest income on municipal bonds is not always free of Federal income taxation. There are three primary ways that municipal bond interest income is taxed at the...

  • stocktrading July 28, 2016

    Special Limited Time Offer: Free Trading For 12 Months For New Account Holders*

    Biltmore Capital has partnered with our custodian, one of the world’s largest brokerage firms, to offer unlimited free trading for one year on equity and ETF transactions.  This exclusive promotion is only available to new...

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