Broker Check

Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Schedule an Appointment
Join Us For An Insightful Event!

Join Us For An Insightful Event!

Join us at the Stone Harbor Library on Tuesday, July 16th, from 1 pm to 2:30 pm or Tuesday, August 20th, 6 pm-7:30 pm, for an enlightening session on IRMAA, or the Income-Related Monthly Adjustment Amount. This event, hosted by Peter Seelaus CLU, ChFC, and Charles Melita, New Jersey IRMAA Certified Planner, will delve into this often overlooked yet impactful tax on income. This session is especially beneficial for individuals aged 55 and over who meet a high-income threshold and wish to have a thorough understanding of IRMAA's potential impact on their retirement. Secure your free ticket and receive a complimentary custom IRMAA report. Don't miss this opportunity to gain invaluable insight into your future financial planning!

Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Did you know that 98% of business owners do not know what their business is worth?

If you are like most small business owners, your business is your largest asset. Using BizEquity software program we can provide a secure, comprehensive and accurate business valuation that will allow you to reliably plan for the future.

Start Your Business Valuation Now
Your Process

Your Process

We create strategies that are tailored to your goals.

Learn more
Our History

Our History

We're prepared to guide you through life's transitions. 

Learn more
Shared Values

Shared Values

We operate our business with ethics and integrity.

Learn more
Resources

Resources

Let's talk about your investment strategies.

Learn more

Have a Question?

Thank you!
Oops!