Broker Check

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Peter J. Passalacqua, CFP

Founder, CEO

(908) 725-9001

(908) 725-3715

Peter has more than 30 years of financial planning experience. After six years working as a personal advisor for one of the largest financial firms in the world, Peter became frustrated with the influence of corporate sales pressure on...

Read more

Let's Get Started With A Free Consultation

Thank you!
Oops!

Sign Up For Our Newsletter

Thank you!
Oops!

Suggested Content

<p>RE: Retirement</p>

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn More
<p>Why Regular Rebalancing Makes Sense</p>

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
Learn More
<p>A Brief History of Estate Taxes</p>

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
Learn More