Who We Are
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.
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