Knight's Pledge Wealth Management

Trust • Integrity • Experience

Personalized Investment Planning and Custom Portfolio Management Services

• 30+ Years experience spanning all market cycles

• Providing a dependable, steady hand in all markets

• Helping clients to achieve long term goals

• Committed to providing exceptional service

• Prior CPA experience; no longer a practicing CPA

A Financial Advisor since 1986 and an Accredited Asset Management SpecialistSM, I have developed long term relationships built on mutual trust by providing sound financial advice and excellent client service. For over 30 years, I have guided and assisted my clients in developing investment strategies to help build wealth and reduce or defer taxes consistent with their goals and investment objectives such as college expenses, retirement and estate planning strategies.

Prior to 1986, I practiced as a Certified Public Accountant with concentration in the securities industry for three years with major CPA and securities firms such as Goldstein Golub Kessler & Co., Oppenheim Appel Dixon & Co., and Kidder Peabody. My experience as a CPA included both tax and auditing work which has helped to form a strong analytical foundation adding value in my ability to service my clients. This background also allows me to understand and work with my clients' attorneys and accountants in a highly professional manner. I am no longer practicing as a CPA. As of March 2023, I have transitioned to Wells Fargo Advisors Financial Network by establishing the Knight’s Pledge Wealth Management practice as Branch Manager and Managing Principal with my partner and long-time colleague Robert Scherzer CFP®, Senior Financial Advisor.

EDUCATION

Bachelor's degree in accounting with concentration in economics from Brooklyn College, 1982 Cum Laude
 

COMMUNITY ACTIVITIES

South River-East Brunswick Rotary Club Past President and Secretary

Former Director of the South River-East Brunswick Rotary Club Foundation

Former Financial Columnist for the "Plainsboro View"
 
RECOGNITIONS and AWARDS

Thirteen Time Recipient of the Five Star Wealth Manager Award (2012, 2013, 2014, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025)*

*The Five Star Wealth Manager award was issued on 12/01/24 by Five Star Professional (FSP) for the time period 03/13/24 through 10/7/24. No fee paid in association with award consideration or decision.  View Award Disclosures

Award issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 6516 New Jersey area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers.

Award issued on 12/1/2022 by Five Star Professional (FSP) for the time period 3/21/2022 through 10/18/2022. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.

Award issued on 12/1/2021 by Five Star Professional (FSP) for the time period 4/12/2021 through 10/15/2021. 6,380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.

Award issued on 12-1-2020 by Five Star Professional (FSP) for the time period 3-30-2020 through 10-23-2020. 6123 New Jersey-area wealth managers were considered for the award; 459 (7 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2019 by Five Star Professional (FSP) for the time period 3-1-2019 through 10-16-2019. 6210 New Jersey-area wealth managers were considered for the award; 480 (8 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2018 by Five Star Professional (FSP) for the time period 3-21-2018 through 10-12-2018. 6097 New Jersey-area wealth managers were considered for the award; 477 (8 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2017 by Five Star Professional (FSP) for the time period 2-21-2017 through 10-12-2017. 4383 New Jersey-area wealth managers were considered for the award; 415 (9 % of candidates) were named Five Star Wealth Managers.

Award issued on 11-1-2016 by Five Star Professional (FSP) for the time period 2-25-2016 through 10-7-2016. 3868 New Jersey-area wealth managers were considered for the award; 664 (17 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2014 by Five Star Professional (FSP) for the time period 4-15-2014 through 10-16-2014. 5063 New Jersey-area wealth managers were considered for the award; 672 (13 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2013 by Five Star Professional (FSP) for the time period 4-15-2013 through 10-16-2013. 3315 New Jersey-area wealth managers were considered for the award; 646 (19 % of candidates) were named Five Star Wealth Managers.

Award issued on 12-1-2012 by Five Star Professional (FSP) for the time period 4-15-2012 through 10-16-2012. 4049 New Jersey-area wealth managers were considered for the award; 733 (18 % of candidates) were named Five Star Wealth Managers.

Award issued on 11-1-2011 by Five Star Professional (FSP) for the time period 4-15-2011 through 10-16-2011. 1312 New Jersey-area wealth managers were considered for the award; 400 (30 % of candidates) were named Five Star Wealth Managers.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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