Let experts help. Manage your investments with us.

A Committed Team of Experts


We pride ourselves on a tightly-knit and academically diverse team of investment and financial planning professionals with broad experience and expertise.

We are committed to providing you with effective, personalized investment solutions, comprehensive financial planning advice on an as-needed basis, and a service based on absolute trust and integrity.

Certified Professionals at your Disposal

Our team includes CFP® professionals who have specializations in areas such as estate planning, special needs planning, and divorce planning. Additionally, we have professionals who hold the Certified Investment Management Analyst® (CIMA®) certification and Chartered Financial Analyst® (CFA®) designation.

We believe the best way to build a relationship of trust is through regular contact with clients. In addition to a team of client service specialists, our portfolio managers, financial planning professionals, and the President of the company, Ken Schapiro, are always available.

What sets us apart

Experienced team of employee owners
with broad expertise
Committed to building
relationships of trust
Open door policy for client
access to key decision makers

Meet Our Team

Start managing your investments professionally

CONTACT US

We want to help you simplify your life and prepare for the future


    1973 Washington Valley Road
    Martinsville, NJ 08836
    (732) 356-7323