Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.
We have vast experience and expertise in investment management, estate planning, tax planning and preparation, nonprofit financial management, holistic wealth management, and much more.
Not from New Jersey? Our advisors are not bound by geography. They work with clients across the country.
241 North Avenue W
Third Floor, Suite 300
Westfield, NJ 07090
We're comprised of:
Robert Davis, CAIA, CFA
Michael B. Fischer, CFP®
Mariella Foley, CFP®, ADPA®, CDFA®
Richard B. Freeman, CFP®
Justin M. Giacona, CPA
Bruce A. Hyde, CPA
Marcia Paltenstein, CFP®
Steven P. Saunders, CAIA, CFA
Theodore D. Schneider, CFA
Eric Thompson, CFP®
Christopher Turso, CFP®
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Curious about learning more? Let’s talk.