Our Practice
Our practice is dedicated to working with a select group of individuals, their families, businesses and institutions in the Monmouth and Ocean County area to assist them in building, managing, preserving and transitioning wealth.
By wealth, we mean comprehensive wealth management and we focus on the four cornerstones of wealth: (1)Investments; (2) Liability Management; (3) Risk Management; and (4) Trust, Estate and Fiduciary Services (provided through affiliates).
Our group applies a rigorous, disciplined process in serving each of our clients. First, we listen. We listen to understand the unique needs and circumstances of our clients.
Then, with the information our clients share with us, we go to work. We study and analyze the information and test ways of addressing our clients’ needs.
When we’ve developed the appropriate strategies, we explain our findings and advice in plain simple English without technical jargon. We then implement those plans in an independent, objective, unbiased and cost-effective manner.
But our work doesn’t stop there, because we are available to meet to be able to review and evaluate the progress of our clients’ plans. We will make adjustments as necessary, given changes in market conditions, as well as changes that may occur in the lives of our clients and their families.
We’re very proud of our education, advanced training and commitment to professional development. Our team has a combined 8 decades of wealth management experience and numerous professional certifications. We have all the resources of Wells Fargo Advisors Financial Network, behind us and we have the resourcefulness to draw upon fellow associates throughout the firm whenever necessary to help us address our clients’ financial needs.
By wealth, we mean comprehensive wealth management and we focus on the four cornerstones of wealth: (1)Investments; (2) Liability Management; (3) Risk Management; and (4) Trust, Estate and Fiduciary Services (provided through affiliates).
Our group applies a rigorous, disciplined process in serving each of our clients. First, we listen. We listen to understand the unique needs and circumstances of our clients.
Then, with the information our clients share with us, we go to work. We study and analyze the information and test ways of addressing our clients’ needs.
When we’ve developed the appropriate strategies, we explain our findings and advice in plain simple English without technical jargon. We then implement those plans in an independent, objective, unbiased and cost-effective manner.
But our work doesn’t stop there, because we are available to meet to be able to review and evaluate the progress of our clients’ plans. We will make adjustments as necessary, given changes in market conditions, as well as changes that may occur in the lives of our clients and their families.
We’re very proud of our education, advanced training and commitment to professional development. Our team has a combined 8 decades of wealth management experience and numerous professional certifications. We have all the resources of Wells Fargo Advisors Financial Network, behind us and we have the resourcefulness to draw upon fellow associates throughout the firm whenever necessary to help us address our clients’ financial needs.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
