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) 725-3715
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...
Suggested Content

A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Learn More

Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Learn More

Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Learn More