Me (and my Team)

I am an award winning wealth manager with more than 20 years of experience providing customized financial planning and investment management services to individuals and families regardless of their net worth, income, or investable assets. My focus is on helping you find the right financial path to meet your goals.

You

Our client profiles range from younger families seeking to buy their first home, to established families planning for college, to retirees looking for income advice, and everything in between. Wherever you are along the path of your life, we can help.

Us

The Investment Connection is committed to helping you develop and advance your financial goals by offering customized, fee-only, investment management and financial planning services. By working together, we will establish a relationship that’s built on trust and understanding to create a unique financial plan for you.

 

We also offer custom Small Business Retirement Planning – click here for more information

About

The Investment Connection is a Registered Independent Advisory (RIA) firm that is committed to assisting you develop and advance your financial goals by offering fee-only investment management and financial planning services. Operating as a fee-only advisor means that my clients don’t have to worry about sales pressure. Anyone can work with The Investment Connection — I don’t require a minimum net worth or account size!

Fee Only Video

WHAT IT MEANS TO BE A FEE-ONLY ADVISOR AND FIDUCIARY
Many surveys, including a study commissioned by the SEC, have found that consumers are confused about whether brokers, financial planners, registered investment advisors, dually registered reps or insurance agents are working in their best interests or just listening politely and then pulling their sales agenda out of a briefcase. Here is a short video I created that reviews the advantages of hiring a fee-only advisor who is held to a fiduciary standard.
 
Click HERE for my videoInvestmentConnectionmp4screenshot2

You need an advisor if you are...

  • Too busy with your job, your children, or other responsibilities to manage a portfolio on your own
  • About to buy or sell a business or home
  • Experiencing a change in your employment situation—whether voluntary, due to termination, or for retirement
  • Getting married or divorced
  • Concerned about your estate and preserving wealth for your children
  • Unsure when it’s the right time to buy or sell a stock
  • Dealing with a death in the family
  • Worried about a shrinking portfolio

All of these are good examples of when to hire an advisor to help look at your situation. The initial consultation is free so…let’s chat!

Fees

Fixed Advisory Fee

$100
Per month
+$600
Up front
  • No minimum account size
  • Unlimited financial planning
  • Investments generally limited to Target Date, Balanced, or other similar types of ETFs or mutual funds.
  • Fees paid by credit card or bank debit

 

Request More Info

Asset Based Fee

0.5% – 1.0%Depending on your investment strategy based on size of your investment portfolio

  • $200,000 minimum account size
  • Unlimited financial planning
  • Custom investment strategy
  • Fees deducted from investment account(s)

 

Request More Info

Click here for more information on Small Business Retirement Planning fees 

Contact Us







991 Route 22 West, Suite 200, Bridgewater, NJ 08807
(P) 908-595-2220  |  (F) 908-864-8099  |  [email protected]
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