Investment Philosophy
“Over the long term, the stock market news will be good. In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so recessions and financial panics; oil shocks; a flu epidemic; and the resignation of a disgraced president. Yet the Dow rose from 66 to 11,497.”
–Warren Buffett
Business Philosophy
It is important that I have a clear understanding of a client’s goals, priorities and objectives, such as wealth accumulation, growth, wealth preservation, and distribution to help ensure proper asset allocation—goal based wealth management. I maintain regular contact with my clients in the event of any life/objective changes, as well as having an open door policy. I want my clients to always feel comfortable with our process.
About
- Graduate of Rutgers University, New Brunswick; played baseball for the Scarlet Knights
- Began working in the financial industry in 2001
- Joined AXA Advisors in 2002 and co-founded Private Wealth Strategies Group
- Hold FINRA Series 7, 24, 66; Life & Health Licensed; serve clients in NJ, NY, DE, FL, MA, MD, ME, NC, OH, PA, SC, TN, TX, VA, VT
- Member of Equitable Advisors Hall of Fame
- Resides in Interlaken, NJ, with wife, Erica, and our 3 sons
- Enjoy sports and coaching my boys, traveling, the beach, time with family
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)