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.

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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.

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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.

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

About

WHAT IT MEANS TO BE A FEE-ONLY ADVISOR AND FIDUCIARY

The Investment Connection is a Registered Independent Advisory (RIA) firm that offers fee-only investment management and financial planning services. 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 the client’s best interest or just listening politely and then pulling a sales agenda out of a briefcase. Here are 2 short videos I created that review the advantages of hiring a fee-only advisor who is held to a fiduciary standard.
 

Click HERE for my video #1

Click HERE for my video #2InvestmentConnectionmp4screenshot2

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!

Learn More About Our Services

Services

Financial Plan

Financial Planning: The path to financial security starts with a financial plan. Click here to learn more about our financial planning services.

Investment

Investment: We’re in the business of growing your money. You can leave the details of the investing to us. You’ll be presented with several options about how you’d like us to manage your portfolio. Click here to explore those options, keeping in mind that any plan can be customized.

Frequently Asked Questions

Frequently Asked Questions: Still have questions? Click here to review the answers to questions that are asked the most about investing and investment strategies.

Indexing

Indexing: There are a lot of advantages to index investing, including low fees, more consistent performance, and improved tax efficiency. Click here to learn more about indexing.

Socially Responsible

Socially Responsible: You can consider environmental, social and corporate governance criteria in order to have a positive societal impact while investing. Click here to learn more about socially responsible investing.

Alternatives

Alternatives: Evidence exists that adding alternatives to a traditional portfolio can enhance long-term returns and reduce risk. Click here to learn more about investment alternatives.

 

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

Fees

*** New Clients after 1/1/2022

Fixed Advisory Fee

$150 per month + $600 upfrontFees may vary depending on client situation

  • 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

 

Contact us below for more info

Asset Based Fee

0.5% – 1.0%Fees depend on portfolio strategy and size

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

 

Contact us below for 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  |  info@theinvestmentconnection.com
    By providing The Investment Connection (TIC) with any contact information, whether through this Contact Form or otherwise, you hereby give permission for TIC to (1) send marketing emails to your email address and/or (2) research your email address based on any other provided contact information so TIC can send you marketing emails. You can unsubscribe from receiving such emails at any time.