About Us

Tom's area of concentration includes financial preparation for retirement as well as income creation after retirement, estate investment planning and trust services. He provides value by pointing out issues that may be overlooked or avoided during a transition from career to leisure.

Tom is a CERTIFIED FINANCIAL PLANNER™ practitioner. He will work with you to develop a strategy tailored to your needs using a variety of products and services offered by Wells Fargo Advisors Financial Network. As a CFP® professional, Tom can help you through all stages of proper investment selection, no matter where you are on your financial journey. 

He holds a Bachelor's degree in Business Administration from Thomas Edison State College of NJ. He is a Past President of the Northern Monmouth Chamber of Commerce. Tom resides in Monmouth County with his family.

We are an independent financial advisory practice and offer our services through Wells Fargo Advisors Financial Network. Our practice exists to serve the needs of our clients. We have no proprietary products which means we are free to offer only investments that we believe to be in your best interest. Our main goal is to become your family's primary source of financial advice. If we do our job well, children will be educated, families will retire more comfortably and more wealth will pass to future generations.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Areas of Focus


Business Services
Estate Planning Strategies
Insurance
IRAs & IRA Options
Retirement Planning

Securities Registered in the following states: AL, AR, DE, CA, FL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT

Insurance licensed in the following states: AL, DE, FL, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA

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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

As a Managing Partner of Allaire Wealth Management with 20 years of experience in the financial services industry, I focus on building a personalized investment strategy for my clients while incorporating their goals and aspirations. Depending on their stage in life whether they are in the wealth building stage of their career or in their retirement stage, my approach is to remove the emotional connection so they can make better decisions as we both focus on long term disciplined growth.

When my clients transition from wealth building to retirement, the investment management and portfolio construction process transitions as well. Although each client has their own strategy, the focus on preservation of capital, and income supplementation are the main objectives. This process helps my clients fulfill their journey while enjoying their years in retirement. Helping to review that the plan is on track, is part of my every day activity in keeping my clients goals on track.  

A graduate, from New Jersey Institute of Technology majoring in civil engineering / construction management, I recognized my career path for life would be working in the Northeast on Heavy Highway/Bridge and Tunneling projects. However, I always had a passion for the financial markets, as I would always check the financial news and overseas markets in the early mornings. A career change was considered. This passion lead me to an investment firm called AG Edwards back in 1999.

While studying at NJIT, I simultaneously served in the US Marine Corps Reserve for 6 years, stationed with the 6th MT Reserve Battalion located in Red Bank, NJ. I’m proud to have served my country and concurrently able to earn my degree.  

Critical thinking and communication skills, I developed as an engineer are among the greatest assets I bring to Allaire Wealth Management, along with accountability, honesty, trustworthiness, and hard work. These are among many attributes you may expect from a Marine, Semper Fidelis.        

I hold the Series 7, Series 63, Series 31, and Series 24 registrations, and insurance licenses.

I enjoy road cycling and I have accomplished many long rides of over 100 miles. My wife, Lori and I are proud parents of two children, Kyle and Rachael, both currently attend the University of Rhode Island. We live in Ocean County, NJ and together we enjoy outdoor activities such as skiing, biking, golfing and boating. 

We are an independent financial advisory practice and offer our services through Wells Fargo Advisors Financial Network. Our practice exists to serve the needs of our clients. We have no proprietary products which means we are free to offer only investments we believe to be in your best interest. I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

Securities Registered in the following states: AL, AR, CA, DE, FL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT.

Insurance licensed in the following states: AL, FL, ME, NC, NH, NJ, NY, PA, SC, VA.

With more than 25 years of experience, Robert Angelo has become the trusted advisor to a select group of individuals, families, and organizations, offering personalized wealth management strategies designed to enable them to reach their financial goals and objectives.

Bob graduated from Temple University in Philadelphia with a Bachelor of Science in Business Administration. After graduating and passing the CERTIFIED PUBLIC ACCOUNTANT (CPA) examination (not currently practicing), he worked in public accounting until 1994 when he joined Merrill Lynch.  In 1997 he moved to A.G. Edwards & Sons – a predecessor firm to Wells Fargo Advisors. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification in 2007, he holds Series 7, Series 63, Series 66 and Series 24 registrations and is life insurance licensed in Pennsylvania and New Jersey.  He is also a PIM Portfolio Manager.  This certification allows him to manage accounts on a discretionary basis when appropriate for the client.

Bob joined Allaire Wealth Management in March 2020 and is now working as a part of a team of financial advisors.

Planning and investment management services are offered primarily to Business Owners, Executives, Current Retirees and Surviving Spouses.  After an evaluation of the client’s current financial position, the focus is on establishing a long term plan of action which will enable clients to pursue their financial goals and objectives.

Consultations are available without cost or obligation and can be held at my office or a location of your choice, as well as by telephone or video conference.  Feel free to contact me at the number above or by e-mail if you would like more information.

My Associate(s):
Thomas A. Boland, CFP^®, Financial Advisor and Managing Principal
Neil Montesano, Financial Advisor and Managing Principal
Maureen MacGowan, Senior Client Associate   

Outside Activities:
Bob is a member of the Bucks County Cycle Club and enjoys biking, running and related outdoor activities. He is also a member of the Solebury Karate Club. Bob is a resident of Doylestown, PA where he lives with his wife Lisa and their three children.

My Areas of Focus

• Estate Planning Strategies
• Insurance
• IRAs & IRA Accounts/Options
• Retirement Planning

Securities Registered in the following states: AZ, CA, DC, DE, FL, IN, MA, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WI
Insurance licensed in the following states:  PA, NJ

The PIM program is not appropirate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Maureen has over 20 years of experience in the Financial Services industry. Her focus is on providing personal and professional client support as well as everyday branch operational activities. Prior to joining Allaire Wealth Management of Wells Fargo Advisors Financial Network, she has been a Client Services Associate for Wells Fargo Advisors and its predecessors, A.G Edwards & Sons/Wachovia, prior to and after the merge of both brokerage firms.

Maureen lives in Belmar, NJ and loves the beach, collecting sea shells and spending time with her children and grandchildren.