Our Team
What differentiates us from other Firms is our ability to integrate our investment experience through various market cycles with our specific knowledge. We utilize a thoughtful, disciplined approach to make customized recommendations that are appropriate for each client’s unique set of circumstances and evolving life cycles.Our relationship with our clients is dynamic. Periodic two-way communication is essential to addresses their needs and concerns as changes occur in their personal and professional lives. Our clients rely on us as a key source of financial counsel. We coordinate our services with their other professional advisors.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
401(K) / 403(B) PARTICIPANTS
401k and 403b plans and offerings
Women's Resource Center
Are you a woman who may need financial planning or investment help after losing a spouse due to death or divorce, changing jobs, or preparing for retirement?
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Celebrating the Power of Education
Michelle Keates' long and rewarding history with Stockton University.
Trustee of Stockton University
Serving as Secretary of the Board, Chair of the Investment Committee, and a member of the Executive, the Advancement and the Finance and Professional Services Committees.
Shore Medical Center
Member of the Shore Medical Center Planned Giving & Development Committee - Somers Point, NJ
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 23, 2023
Navigating your Medicare Options
Do you have questions about your Medicare eligibility and coverage, as well as how to best navigate your options? Read this overview to help best address your needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.