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About Us

Our Story

Our financial beginnings were humble but we were rich in family values. Our parents both had an entrepreneurial spirit, but circumstances primarily out of their control significantly diminished our family's ability to do more than scrape by financially. There were hard times, but they helped create some of our core values early on. We learned to appreciate the value of a dollar but that a person's worth is not based on their financial status. We also learned early in life that your word is your bond, and your character and integrity will shine through when all else fails, regardless of the situation. Growing up playing sports and working at young ages taught us determination and perseverance. We utilize those traits today when faced with a complex situation. We are not good at accepting the concept that something is not possible, and we take exhaustive measures to find a way to solve the needs of our clients. We have carried these core values throughout our personal lives and professional careers and have built a reputation for doing what is right. We are proud of our positive impact on the people and community around us.

We both started our careers at well-known multinational investment firms, and while those firms have their place in the financial world, as time passed, we found it difficult to provide the level of service we wanted for our clients. In the earlier part of our careers, we witnessed many “financial advisors” who may have benefited personally by “selling” proprietary products to their clients. That approach didn’t sit well with us, and we didn’t want to be associated with those folks.

So, in 2010 we took a major career risk and resigned from the big-name multinational firm. We could have moved to another big-name firm and taken a seven-figure signing bonus, but we didn't feel that would be in our clients’ best interest. While the money was tempting, we knew it wasn't the right move for us. Instead, we decided to establish our own independent financial consulting firm. While our move was risky, it was a calculated one, and in our view, it was the best way to put our clients' interests first. To us, putting our clients’ interests first is not just lip service, we mean it. We envisioned taking care of our clients without roadblocks and without proprietary products and agendas. To this day, we feel it was the right move for our clients and, therefore us, and one of the best career decisions we could have made. Our goal was to create an environment where we could let our client's needs dictate the advice and services we provide, and we have accomplished that. Guiding our clients through the complex financial decisions in their lives is a responsibility we don't take lightly, and the trust placed in us is the greatest professional compliment we can receive.

Building a successful business from scratch takes countless hours and relentless energy. We are proud of the firm we built, our relationships, and our unwavering approach to being stewards of our clients and acting in their best interests. We sleep well at night knowing we succeed by helping others thrive.

Who We Work With

People often ask who is our ideal client; for us, the answer is simple. We work with people we like and treat people as humans, not as an account balance. With that guiding principle, we work with clients who appreciate the education, service, and professionalism we provide. In our experience, these are the people who benefit the most from our advice and who we enjoy working with. That’s why we don’t set asset minimums to determine if we should work together. Instead, we let your needs determine if it would be beneficial to work with us. We find that we have the most impact as the complexity of your situation increases.

Individuals & Families

Individuals & Families

As an independent firm, we are committed to offering complete objectivity and impartial advice.

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Corporate Services

Corporate Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in December 2023 based on data gathered within 12 months preceding the issue date. 6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers. Advisor's pay a fee to hold out marketing material. Not indicative of advisor's future performance. Your experience may vary.

For more information, please visit our Five Star Professional Profile here:

 The prior year's statistics:

  • 2023: 6,606 candidates, 407 winners (6%)
  • 2022: 6,380 candidates, 431 winners  (7%)
  • 2021: 6,123 candidates, 459 winners (7%)
  • 2020: 6,120 candidates, 480 winners (8%)
  • 2019: 6,097 candidates, 477 winners (8%)
  • 2018: 4,383 candidates, 415 winners (9%)
  • 2017: 3,868 candidates, 664 winners (17%)
  • 2016: 4,143 candidates, 626 winners (15%)
  • 2015: 5,063 candidates, 672 winners (13%)
  • 2014: 3,315 candidates, 646 winners (19%)
  • 2013: 4,049 candidates, 733 winners (18%)

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.