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:
AEPG has the answers and advice that can bring you peace of mind. We have created effective wealth management strategies for many high net worth individuals in NJ and across the country. 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 area. Our clients have access to our web based system providing account aggregation via their individual client portal illustrating all of their accounts in one location so they can have a clear picture as to where they are in achieving their goals. Additionally, our web based tools allow our clients to upload documents to a secure online vault so all of their important paperwork is organized in one place.
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 that may include 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 that touches your financial life.
Our services offer valuable benefits to high net worth individuals. We have particular expertise in serving these particular clients: