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About You

Our clients typically have some of these characteristics:

  • Investment Net Worth – generally $1 million or greater of investable assets
  • Household Income – generally $250,000 and above
  • Location– the majority of our clients are centrally located in the Northern New Jersey/Greater NYC Metropolitan area.  However, we maintain client relationships throughout the country, as well as work with international clients that maintain US Citizenship.        
  • Transitioning - understand the importance of continuity as they transition through the phases of Wealth Accumulation, Distribution and Transfer
  • Value long-term relationships – seek an advisor who shares similar core values
  • Realistic expectations – views planning not as a sprint, but a marathon. Meaning setting realistic goals, objectives and expectations of performance
  • Holistic Planning – our clients depend on our core services, as well as of equal of importance, our planning process that encompasses one’s entire financial picture
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    Generally, our clients are people we truly enjoy working with and share similar core values.  Here are some of the ways we have helped our clients:

    • We have advised a number of clients from Verizon and Express Scripts over the past several years about their asset allocation of their 401(k) plans along with personal planning outside of the company.  We provide holistic planning with the goal to prepare employees for future corporate downsizing or retirement.  In addition, we have also advised about a large position of company stock, stock options and restricted stock.

     

    • We have highlighted to a number of our clients potential estate planning issues that they face.  Whether it been as simple as the reasons for establishing a will or employing more complex estate planning techniques, we have helped educate the clients about the necessary planning and introduced or met with their Estate Planning attorneys to resolve the concerns.