Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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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
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
