Broker Check

Meet the Team

Who we are

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

Team Specialists

Medical Professional

Client Services

Beverly Klepper

Beverly Klepper

Client Relationship Manager for Retirement Plans

973-422-9140

201-308-8914

Giannina Cortez

Giannina Cortez

Business Case Manager for Insurance

Anthony Priolo

Anthony Priolo

Client Relationship Manager for Insurance

973-422-9140

862-485-5700

Robert Day

Robert Day

Financial Professional

Tyler Hayden

Tyler Hayden

Financial Professional

Pablo Castillo

Pablo Castillo

Financial Professional

Alexandra  Esposito

Alexandra Esposito

Office Administrative Assistant