Team
Meet the Team

Who we are
We are a team of key business strategist and critical thinkers. Together we operate as a boutique financial services advisory firm. We help entrepreneurs and professionals to build real wealth and, in most cases, multigenerational wealth.
Every client we work with has different goals and needs. We've found that when it comes to planning for the future, the only way to get started is with a conversation.
We offer:
Business Development | Retirement Planning | Investment and Tax | Estate Planning Strategies | Wealth Transfer | Asset Protection
Partners


Management


Team Specialists



Medical Professional

Representatives



Client Services

Beverly Klepper
Client Relationship Manager for Retirement Plans
201-308-8914
beverly_klepper@northeastprivate.com


Giuseppe Vecchiarelli
Client Service Associate
201-308-8914
giuseppe_vecchiarelli@northeastprivate.com

Anthony Priolo
Client Relationship Manager for Insurance
862-485-5700
anthony.priolo@northeastprivate.com

Alexandra Esposito
Office Administrative Assistant
201-308-8914
alexandra_esposito@northeastprivate.com

