About Us
Our firm was formed over ten years ago and immediately began building a model that would revolutionize the way we address our clients’ financial needs and well-being. We look to build a plan tailored to your goals and provide lifelong financial guidance.
As fiduciaries, we are held to the highest standard to our clients to ensure we conduct extensive due diligence, research, and analysis to take the best steps forward for you.
There are three pillars that create financial independence: the accumulation, protection, and distribution of your wealth. Whether your situation requires unique planning, or you just have a few questions to better understand your own finances, we are here to help.
Jonathan Barrett CFP®
Founder, CEO and Managing Partner
Stephen Blazejewski CFP®
COO, Senior Partner, Lead Planner
Justin Branch CFP®
Partner | President Special Needs Division
Stephen Scafidi RPS®, HLP®
Partner, Director of Development
Aaron Paglia QPFC®
Partner, Financial Advisor
Heather Aguinaldo
Client Services Associate
Samantha Perrette
Executive Assistant
Our Services
Financial Planning
Defining your goals and formulating a plan is the first step in our process. College planning, legacy planning, home purchase, risk management or saving for the future, developing your plan is integral to your success.
Investment Management
Our customized portfolios offer a full range of investment options to meet your specific needs. Whether you’re focused on asset accumulation, tax mitigation strategies, protection or distribution, we will work together to build your personalized strategy.
Planning for Retirement
Everyone has a goal of financial independence that is unique to them, we help you design that road map so your dreams are achievable.
Solutions for Family Protection
No one can ever be emotionally prepared for tragedy, but we can help you and your family be financially secure in all scenarios.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Videos
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.
Headquarters
Woodbridge, NJ 07095