Strategic Partnerships
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Strategic Partnerships

The AEPG Difference: Wealth management strategies that seamlessly integrate every part of our clients' financial lives.

 

At AEPG® Wealth Strategies, we understand that successful wealth management is often a team effort. As a fiduciary and provider of independent, customized, financial planning, we offer practical advice based on the experience and knowledge of our team of highly skilled and credentialed professional staff. 

In addition to our own experts, we frequently collaborate with a team of trusted advisors – including CPAs, attorneys, banks, mortgage professionals, payroll providers, property and casualty firms, and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals – to offer a comprehensive range of services to our clients. By building these strategic partnerships, we can offer additional value to our clients and create wealth management strategies that seamlessly integrate every part of their financial lives.

Partnering with us is an excellent opportunity to leverage our extensive resources and expertise to grow your business and develop strong client relationships. 

AEPG®

  • Investment Management
  • Financial & Estate Planning
  • Insurance Services
  • Retirement Plan Consulting
  • Group Employee Benefits
  • Trust Services

Partners

  • CPA Firms
  • Estate Planning, Elder Care and Divorce Attorneys
  • Banks
  • Property & Casualty Firms
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals

An additional offering that AEPG® Wealth Strategies can provide to their Strategic Partners is Advisor On Demand®. To learn more about this offering please contact Chris Schiffer.

Private Labeling

Through private labeling, we also have the ability to partner with third parties who focus on business development and client relationship management while outsourcing functions related to investment management. We have $750 million in assets under management to provide leverage and economies of scale to our partners. Additionally, our unique platform provides low-cost, web-based access to investment models coupled with financial planning and operational support. Click here to view a Webinar about our unique investment platform.

If you are interested in developing a strategic partnership with AEPG® Wealth Strategies, please contact us today.

Schedule an appointment with one of our expert financial planning or wealth management professionalsRequest an Appointment          

   908-757-5600 | Contact one of our professionals


AEPG: Your Accountable Advocate™ 

  

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