Bridging the Gap between your Wealth Manager and CPA
Work with the best.
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!
Received an Inheritance
Whether it was a surprise or not, new wealth may create challenges in which you don't want to make mistakes.
Self Directed Investor
Our first priority is helping you take care of yourself and your family.
Executive Compensation
Managing stocks is an important part of any person's investment strategy and should be handled with care
Getting Divorced
Protect your interest, take charge of your future and save yourself time and money.
Ready to Retire
You’ve worked hard, saved and invested, but is it enough to sustain a desired lifestyle for the rest of your life?
Death of a Spouse or Partner
Many of the decisions that you made together now rest on your shoulders, but you are NOT alone!!