Individual Wealth Management
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Individual Wealth Management

The AEPG Difference: Customized, independent, practical advice on achieving a secure financial future for you and your family.

As a successful individual, you may find that the many competing demands on your time make managing your personal finances difficult – and even stressful. Questions like these may be keeping you up at night:

  • "How can I ensure that my family has a stable financial future?"
  • "When can I retire, and what lifestyle can I expect in retirement?"
  • "What kind of college savings planning do I need to do to finance my child's    education?"
  • "How much insurance and what types of coverage do I need?"

AEPG has the answers and advice that can bring you peace of mind. We have create effective wealth management strategies for our clients. Our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other experts can help you develop a comprehensive wealth management plan to achieve your specific financial goals. 

In addition to our expert professionals, we leverage the latest technologies in the Wealth Management.  Though our online system, clients have access to their individual client portal providing account aggregation,goal management and a secure electronic vault for important documents.  This tool also allows us to work more closely with our clients in face to face meetings and also at the client's preference, hold meetings vitually with online conferencing tools.

We are a fiduciary who works only for your best interests. As your personal financial advisor, we take the time to fully understand your specific circumstances, priorities, and financial goals. We assemble a team of credentialed experts in wealth management, investment management, education planning, estate planning, retirement planning, and any other areas of importance to you.

We can also work with your other trusted advisors and consultants – such as CPAs, attorneys, mortgage professionals, and others – to create a wealth management strategy that integrates every area of your financial life.

We have particular expertise in serving these particular clients:

  • Business owners 
  • Retirees 
  • Physicians 
  • Dentists
  • Divorcees
  • Corporate executives and professionals

 Request an appointment   Request an Appointment

 Call one of our expert professionals     908-757-5600 | Contact one of our professionals

 

AEPG: Your Accountable Advocate®
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