Welcome

Do you find managing your finances properly to be complex and time-consuming? AEPG Wealth Strategies offers comprehensive solutions that can help you balance your financial needs for your personal and business matters.

For more than 30 years, our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other experts have provided customized, independent, fee-based financial planning services to individuals and families, business owners, and corporate clients in NJ and nationwide.

We are a fiduciary – working only for your best interests and to achieve your financial goals.

Please explore our website to learn about our firm and how our Financial Planning, Investment Management, Estate planning, 401(k) consulting, Insurance, and Employee benefits services can benefit you.

AEPG: Your Accountable Advocate

As a kid, things were simple. Life's different now and AEPG Wealth Strategies can help keep you organized and in-the-know.

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How will the largest demographic group in the country’s history deal with the medical, financial and emotional issues of aging?