Giving Back & Community Involvement
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Giving Back & Community Involvement

The AEPG Difference: Making a difference in our local communities and beyond.

Giving Back to the CommunityAt AEPG, we believe that Your Accountable Advocate™ is more than our tagline. It represents our fiduciary responsibility to our clients – and our corporate social responsibility to "give back" to the communities in which we and our clients live. 

Since our founding in 1980, AEPG has been actively involved in a variety of charitable organizations and initiatives both locally and nationally.

As a caring employer, we also support our employees' individual efforts by matching their charitable donations.

Lastly, as part of our process, we develop a deep relationships with our clients and view our clients as part of the AEPG family. We make every effort to participate in or contribute to the charities that mean the most to them.




August 17, 2016


 AEPG Wealth Strategies CEO, Steven W. Kaye and COO, Chris Schiffer welcomed COL Daniel Mahon of the NJ Employer Support of the Guard and Reserve (ESGR) to pledge their commitment and support of the United States Military.

By signing a Statement of Support, AEPG Wealth Strategies pledges that:

  • We fully recognize, honor, and comply with the Uniformed Services Employment and Reemployment Rights Act.
  • We will provide our managers and supervisors with the tools they need to effectively manage employees who serve in the Guard and Reserve.
  • We appreciate the values, leadership, and unique skills Service members bring to the workforce and will encourage opportunities to hire Guardsmen, Reservists, and Veterans.
  • We will continually recognize and support our country’s Service members and their families, in peace, in crises, and in war.

Christine Lapidow, our Client Relations Manager at AEPG, has served the NJESGR as a volunteer since 2010. As a representative of the Department of Defense, she is available to share this program with businesses that are interested in signing a Statement of Support. For more information, please contact Christine Lapidow at 908-821-9796 or via email at For more information on the ESGR, visit

AEPG Wealth Strategies Supports Girls on the Run

AEPG sponsored a small event in Millburn, which raised over $1000 for Girls on the Run, east NJ Chapter. All proceeds from the event were donated to “Girls on the Run”, a national program that teaches young girls up to 8th grade about self-esteem, treating everyone equally and setting goals and achieving them. The program culminates in a 5K run to prove to themselves that they can do anything they put their mind to. For more information:


TEAM AEPG Wealth Strategies Clothing Drive Donation to

Dress for Success Morris County

The team at AEPG was happy and proud to have completed a successful clothing drive in June, 2016. From our colleagues, clients, friends, and family we were able to donate gently used clothing and accessories for the Morris County Dress for Success non-profit organization.Through the generosity of all the above, we were able to donate over 90 items of clothing and 5 bags of accessories this year! I was impressed by the amount of people that on a weekly basis provide support and time to assist with sorting all the clothes received and prepare them for their clients. AEPG is supportive of the mission of Dress For Success to empower women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and life. They provide each client with professional attire, programs to furnish confidence for each woman and lifelong solutions to break the cycle of poverty.For more information about Dress For Success, or to volunteer your time, please visit their website:


Dress for Success Gala

AEPG was proud to be a sponsor for the 10th Annual Morris County Dress for Success Gala on April 21, 2016!

Over 500 attendees enjoyed the wonderful ambiance at the Crystal Plaza in Livingston, NJ on April 21st.  There were so many wonderful items for the fundraiser at the Silent Auction and the cocktail party had an array of appetizers and signature cocktails that were also a big hit.  

During the dinner we heard a heartfelt testimony from one of the many women who has received assistance this year.   After the speeches, the bidding began for the Live Auction.  It was lovely evening and we were proud to be supporters of this great organization.

The mission of Dress for Success is to empower women to achieve economic independence by providinga network of support, professional attire and the development tools to help women thrive in work and life. Their purpose is to offer long lasting solutions that enable women to break the cycle of poverty. Dress for Success is part of a global movement for change, empowering women to obtain safer and better futures.

Although Dress for Success may provide each client with professional attire to secure employment, they are much more than simply a source for a new outfit.  Besides physically equipping the client with apparel and accessories, they offer programs to furnish her with a confidence that she will carry forever and the knowledge that she can actively define her life, the direction she takes and what success means to her.

Donate your gently used, nearly-new professional attire.



AEPG Supports Animal Rescue Organization in Sparta, NJ

On May 7, 2015 AEPG will be a sponsor at the second annual O.S.C.A.R 5K-9 Run/Walk held at Sussex County Fairgrounds 37 Plains Rd., Augusta, NJ 07822

One Step Closer Animal Rescue O.S.C.A.R. is a non-profit rescue organization that saves dogs and cats from desperate situations.

Members of the AEPG team will be participating in either the 5k run which begins at 9:30 am or the 1k walk with their canine companions starting at 10:15am.

Please join us that day and bring your best friend with you.

Not only do we support O.S.C.A.R but the AEPG team currently has 20 rescued pets in our homes. You can view our best friends here.

For more information on One Step Closer Animal Rescue (O.S.C.A.R.) event or to register for the event please visit their website.


On October 22, 2015 Preschool Advantage had their annual Gala, Turning Leaves. This year was special in that it was the 20 year anniversary of this wonderful non-profit organization.Preschool Advantage funds quality preschool education in Morris County and surrounding communities for children of families in need.

Since 1995, Preschool Advantage has recognized the long-term impact that quality early childhood education has on the character of our community. Studies have demonstrated that early childhood education profoundly affects a child’s life: intellectual development, self-confidence, even future earning potential. Preschool Advantage helps to level the field for the not so fortunate when they enter kindergarten by providing preschool tuition.

The concept of Preschool Advantage is to launch a lifetime of learning for children in our communities whose families are devoted to their education and who want their children to have the best possible start, but who cannot afford the cost of a quality preschool.

Ray Hawkins, one of our CFP®s here at AEPG is the current Treasurer and 5 year board member. Helping these children get a better start is a passion. As a fiduciary, it is important to understand all good investments. Investing in our youth for a stronger community is a very good investment.

For more information on Preschool Advantage visit their website:

AEPG Wealth Strategies sponsored the Arc of Union County's

5k run/1 mile walk on October 10th, 2015. 

AEPG Supporting the Arc of Uniion County


The Team at AEPG® Wealth Strategies Makes Donations to Dress for Success Morris County

On July 15, 2015, the Staff of AEPG® Wealth Strategies dug into their closets and donated gently used clothing and accessories to the Morris County Dress for Success non-profit organization. 

Dress for Success provides their clients with professional attire to secure employment, but they are more than simply providing a new outfit. Besides physically equipping the client with apparel and accessories, their programs furnish their client with a confidence that she carries forever and the knowledge that she can actively define her life, the direction she takes and what success means to her.Their purpose is to offer long-lasting solutions that enable women to break the cycle of poverty. Dress for Success is part of a global movement for change, empowering women to obtain safer and better futures.

AEPG is pleased to support this organization that helps women thrive in work and in life.

For more information about Dress For Success please visit their website:


Supporting the Enright Melanoma Foundation's

Sun Safety Certification Program 

AEPG was one of several firms that supported the Enright Melanoma Foundation’s enhanced interactive-multimedia versions of their Enright Sun Safety Certification programs.  These online programs, which will be available early next year, will be in three modules for Ages 5-8, Ages 9-12 and Ages 13+, with narration by Rachel Jordan, Miss NJ U.S. International (2013) and current Enright spokeswoman.

AEPG Coat Drive for the Homeless

Recognizing the need for others less fortune, AEPG conducted a coat drive during the month of October 2014. Our staff reached into their closets to donate not only coats, but hats, sweaters, scarves and gloves which were donated to Elijah's Promise in New Brunswick, NJ. Our own Jeanie Carns was instrumental in coordinating this successful event as you can see evidence of in the photo below. 


NJBiz Healthcare Heroes

Steven Kaye, President & Founder of AEPG® Wealth Strategies was named a finalist for NJBiz Healthcare Heroes Volunteers of the Year

Summit Medical Group Foundation

Summit Medical Group Foundation

The Summit Medical Group Foundation's is a pending non-profit 501 (c) (3) public foundation whose mission is to enrich the lives of members of its communitiy through health promotion, medical research and medical education. AEPG's President, Steven W. Kaye, is Predsident of the Board.

 Video of Steven Kaye describing the mission and vision of the SMGF:

Steven Kaye Video on SMGF


Enright Melanoma Foundation 

Joseph E. Enright Foundation

The Joseph E. Enright Foundation is a 501 (c) (3) non-profit organization dedicated to educating the community about melanoma and other skin cancers as well as working with medical professionals to prevent this deadly skin cancer. AEPG's president, Steven W. Kaye, is a former Treasurer and is a current board member.


Light Opera of New Jersey

Light Opera of New Jersey (LONJ)

Light Opera of New Jersey specializes in highlight shows such as September Song, an evening of Light Opera and OPERAgious!! (fully staged opera highlights “with a twist”) and full-scale musicals/operettas such as The Pirates of Penzance and Oklahoma! plus workshops, cabarets and school programs. 

Plays in the park

LONJ is known for their exceptionally high production values and top on-stage talent, mixing professional lead singers with highly qualified amateur performers. In addition to their own shows, they also produces a series of concerts for other artists including their well-known A Cappella Jamboree with such collegiate groups as The Colgate Thirteen and the Yale Whiffenpoofs, as well as other non-operatic shows. Bill Corson is Executive Producer.

Make a Wish

The Make-A-Wish Foundation

Since 1980, the Make-A-Wish Foundation has enriched the lives of children with life-threatening medical conditions through its wish-granting work. 


Mission Continues

The Mission Continues

The Mission Continues is the only national nonprofit challenging post-9/11 veterans to rebuild a sense of purpose through community service. Many veterans struggle to find purpose at home without the structure, mission and camaraderie of a military unit. The Mission Continues does not offer charity; rather, we challenge returning service members to utilize their tremendous skills and leadership to continue serving our country at home. Through service, veterans find renewed strength and purpose while building stronger communities. Our mission is fueled by a deep belief that our veterans are assets and are poised to become the next greatest generation.

Embrace Kids Foundation


Embrace Kids Foundation

In 1991, a group of parents, staff and friends joined together to form The Institute for Children with Cancer and Blood Disorders. The original group has flourished into Embrace Kids Foundation, an impressive organization comprising parents of patients, working professionals, community leaders and college/high school students.  Embrace Kids Foundation provides over $1 million in services to children and families throughout the greater New Jersey area. The child patients range in age from infancy to young adulthood and encompass all ethnic and social backgrounds. Our family programs and support services are available at absolutely no cost to the family. We are committed to enhancing the quality of life and relieving emotional, spiritual and financial concerns.  Our support services include the David E. Zullo Pediatric Palliative Care (PACCT) Program, the Embrace Kids Learning Center, Embrace Kids with Sickle Cell Initiative, a Financial Assistance Program and other Family Support Services.


Local community youth organizations and sports associations
AEPG and our individual staff members support a variety of local youth organizations and sports associations through sponsorship and volunteer activities.

Donations to local food banks
AEPG makes annual donations to local food banks in the NJ area.



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 * AEPG® Wealth Strategies, AEPG Employee Benefits and AEPG Divorce Advisors are divisions of American Economic Planning Group, Inc. (AEPG®) headquartered in Warren, New Jersey.