Our team has been coveted for our elite service model of comprehensive scheduled reviews, monthly investment planning calls, and weekly commentary around the financial markets.

Our Senior Financial Advisor, Alexander Fischman was recently named as one of the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State being ranked #11 in the state of New Jersey. Shalom Azar, Senior Financial Advisor was also names on the 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State ranked #9 in New Jersey.

Alexander states, "our team purposefully limits our number of clients so that we can provide the attentive and detailed service that significant wealth demands and deserves. We have the privilege of advising clients in virtually all areas of financial strategy, including concentrated stock management, asset and liability management, trust and estate planning strategies, retirement planning services, and and we can provide access to cash management and lending solutions through Wells Fargo affiliates."

From an individual standpoint, we work with C-Suite Executives & Senior Management of publicly traded companies providing them with strategies for managing their concentrated stock positions. This includes estate planning strategies, legacy formation & transfer, and providing lending and liquidity options through Wells Fargo affiliates.

2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.