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Collaborating With Highly Successful Individuals Facing a Significant Financial Transition
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We help you manage the protection, enhancement and transfer of your wealth |
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Specializing in high-income/high-net-worth individuals who value being truly organized |
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Building long-term relationships with select clients where we have a significant impact |
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Comprehensive Wealth Mgmt, Investment Management, Estate/Retirement Planning |
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Designations: MBA, CFP® |
Sophisticated high-net-worth investors have complex financial needs. For more than 20 years, The Private Client Group has helped navigate these successful families along their financial journey using a proven process. When you work with our team, you can expect us to take time to listen to you, to assess your needs, to collaborate with our specialists, and deliver comprehensive wealth management solutions designed to meet your objectives. We don’t stop there. Sometimes providing a solution isn’t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you’ll need to make sure your financial plan stays current and focused on your goals.
Over the years, we’ve had the privilege of providing objective, comprehensive financial planning services to many successful individuals and families. Our clients, from Wall Street executives to retirees to widows, have chosen to work with us, because we truly understand the complex financial needs of successful individuals. We are independent, objective, disciplined and personal in our approach. As a result of our experience, extensive resources and independence, we deliver outstanding results for clients. Our rapid growth during the past two decades has been the result of our clients’ appreciation for the unique work we do, and their confidence and trust they have in us.
Are you ready to experience true wealth management?
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Areas of Focus
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Map
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Financial Planning Services offered through Summit Financial Resources, Inc.
Securities and Investment Advisory Services offered through Summit Equities, Inc., Member FINRA/SIPC.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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