At our firm, we have the client—and only the client—in mind.
We are independent financial advisors experienced specifically in working with Medical/Dental Professionals from residency all the way through retirement.
Creating comprehensive and personalized financial plans based on your needs, wants and long-term goals.
Skilled in disability & life insurance design, student loan analysis, investment management, retirement income planning, college funding strategies, social security maximization, and covering the costs of long-term care.
At Personal Wealth Strategies, we measure our success in the success of those we serve. Founded in 1996, our team combines nearly 150 years as an independent and objective voice working with clients to build a foundation for the sole benefit of the achievement of their financial goals. We help to develop clarity in your vision, establish short- and long-term goals, and implement a strategy to achieve what is important to you – this serves as our compass.
We engage our clients in a collaborative, in-depth discussion to gain a clear understanding of what is important to them. All of our clients are different; as is the financial plan prepared for them. They each possess their own set of values from which we build our foundation, whether we are working to accumulate assets for retirement, provide a reliable and sustainable income stream in retirement, or provide for an efficient and low-cost method to leave funds to their heirs. We understand that large goals are accomplished by making smart smaller decisions on a daily basis.
Personal Wealth Strategies is based in 3 New Jersey locations—Hamilton, Tinton Falls and Brick. Each day our talented teams work hard to deliver a client experience unlike what is found in a typical financial planning firm. Putting our clients’ best interests above all other while providing exemplary service all while being greeted with a cheerful smile is what our clients know to expect and receive every step of the way.
If you are an existing client of Personal Wealth Strategies thank you for the trust you have placed in our team. We are truly grateful to have you as one of the family. We will continue to work diligently to assist you in achieving your goals.
If you are new to Personal Wealth Strategies, schedule a time to visit one of our offices to see why so many of our clients recommend our guidance to their family and friends.