An experienced financial professional, Anthony helps develop and implement wealth management strategies for clients by concentrating on investment management and asset allocation. He is dedicated to delivering highly responsive and individualized solutions to his clients, using a focused, objective planning process. Anthonys practice focuses on serving corporate executives, lawyers, small business owners, entrepreneurs and retirees and their families. Anthony also focuses on providing investment services to plan sponsors of 401(k), Profit Sharing, 403(b) and Non-Qualified Deferred Compensation plans. Anthony is firmly committed to building lasting relationships by delivering goal-oriented results and exceptional client service. Whether clients want to preserve and grow their wealth, plan for the financial security of the next generation, leave a charitable legacy or manage their investment risk, Anthony possesses the experience and resources to help them reach their financial goals. He becomes thoroughly familiar with his clients, their families, their needs and their aspirations. Building on that understanding, he helps guide his clients in making sound decisions regarding the allocation of their financial resources, while insuring they are well-informed about, and comfortable with, how those decisions will impact their futures. Anthony holds Series 7, 66, New Jersey and Pennsylvania Insurance Licenses. He also maintains a Chartered Retirement Planning Counselor (CRPC) designation. He has experience in wealth management having worked at The Vanguard Group in their High Net Worth Flagship division, and Wells Fargo Advisors. Anthony lives in Delran, NJ with his wife Danielle, and children Anthony II, Vincent and Emilia. 