Our mission is to discover, plan and invest for what matters most in order to free individuals & families to lead lives of significance, and help institutions effectively support their mission.

Advisory services for families, business owners, & institutions:
-Comprehensive financial planning 
-Investment strategy & portfolio management
-Endowment & foundation consulting
-Legacy & succession planning





Securities offered through APW Capital, Inc., Member FINRA/SIPC.  100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.