About Us

About Us

We’re on a mission…

Everyone has the right to the security that a strong financial future provides. Our company and its affiliates are award-winning, established leaders in the financial services industry, and our experience, expertise, customized guidance and proprietary strategies allow us to set our clients on the quickest path towards their dreams.

Our Mission

Our mission is simple: to provide innovative and practical financial programs for our valued clients.

Our team's combined experience, credentials and knowledge allow our firm to provide top-quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

 
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750 M ASSETS UNDER CARE

Headquartered in Colts Neck, NJ but serving clients across the country, our Assets Under Management reflect many years of service and the confidence of our clients.

OVER 150 YEARS COMBINED EXPERIENCE

Our experience allows us to offer our signature holistic approach in creating the most effective plans possible for our clients.

23 YEARS IN BUSINESS

Our expertise allows us to offer full-range, customizable guidance and proprietary strategies.

We place great focus on understanding our client’s needs and work to create a holistic approach to financial planning using cutting edge financial planning software. Together we will find a path to achieve your goals while still accommodating any inevitable surprises that present along the way.

Financial Planning

  • Full Range Financial Planning
     
  • Certified Holistic Financial Coaching
     
  • Private Wealth & Asset Management
     
  • Ability To Adapt Strategies For Life Changes
     
  • Consistent Review & Planning Stress Testing 
     

Examining Wealth Strategies

  • Assets
     
  • Liabilities
     
  • Tax Planning 
  • Estate Planning 
  • Business & Succession Planning
     

Platforms & Accounts designed specifically to address clients’ long & short-term needs within IRAs, 401(k), 403(b), 457, & Non-Retirement plans.

We pride ourselves on the private wealth management experience our clients have in working with our team as we help clients navigate all of life’s journeys while adjusting investment & risk management portfolios to always remain in alignment with our client’s best interests.

Nix Maxwell

OVER 23 YEARS IN BUSINESS

Our expertise allows us to offer full-range, customizable guidance and proprietary strategies.


Learn More

OVER 150 YEARS COMBINED EXPERIENCE

Our experience allows us to offer our signature holistic approach in creating the most effective plans possible for our clients.


Learn More

750M ASSETS UNDER CARE

Headquartered in Colts Neck, NJ but serving clients across the country, our Assets Under Management reflect many years of service and the confidence of our clients.


Learn More
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck