About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Steven P. Klein
Managing Director - Investments
Steve is a Managing Director – Investments who has been managing clients’ investments for over 39 years. He provides investment advice to high-net-worth individuals as well as small to medium size institutions. His wide range of experience covers equity and fixed income portfolio management, alternative investments and other strategies utilized within the framework of asset allocation. Steve guides the team’s disciplined investment process through seeking portfolio optimization and in deriving solutions to help manage a broad spectrum of risks.
His senior position within the company allows him and the team, direct unlimited access to the client group strategy specialists and resources designed to assist their clients in the preparation and implementation of sound financial strategies. Steve has built and directs an exceptional team to support these efforts and to contribute knowledge in key functional areas. He takes a comprehensive role in overseeing the team seeking to ensure consistency in the quality of the service delivered to The Madisonville Group of Wells Fargo Advisors’ select clientele. Steve has been recognized by Barron’s as one of the Barron’s Top 1000 Financial Advisors in the U.S. with his focus on providing all clients with a comprehensive holistic wealth management strategy (February 2009).
Steve and his wife Jennifer have six children and reside in Chester Township, NJ where they are active in sports, the community and in politics.
The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License Number: 4320028 Resident State/State of domicile NJ.
PM-02252025-5909299.1.1
His senior position within the company allows him and the team, direct unlimited access to the client group strategy specialists and resources designed to assist their clients in the preparation and implementation of sound financial strategies. Steve has built and directs an exceptional team to support these efforts and to contribute knowledge in key functional areas. He takes a comprehensive role in overseeing the team seeking to ensure consistency in the quality of the service delivered to The Madisonville Group of Wells Fargo Advisors’ select clientele. Steve has been recognized by Barron’s as one of the Barron’s Top 1000 Financial Advisors in the U.S. with his focus on providing all clients with a comprehensive holistic wealth management strategy (February 2009).
Steve and his wife Jennifer have six children and reside in Chester Township, NJ where they are active in sports, the community and in politics.
The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License Number: 4320028 Resident State/State of domicile NJ.
PM-02252025-5909299.1.1