Bridging the Gap between your Wealth Manager and CPA

Gregg and Charlie first met in 1998 while working together at a tax preparation firm in Red Bank, New Jersey.
The vision Gregg and Charlie shared was to “Bridge that Gap” so every client would benefit from the experiences and knowledge of a CPA and that of a Wealth Manager with the common purpose that each and every client would take advantage of all strategies afforded…. ALL IN HOUSE!