CONNECT

Address:

Flemington Office
Thomas Fallon
84 Park Ave. Suite G209
Flemington, NJ 08822
Phone: (908) 237-1134

Shrewsbury Office
1161 Broad Street, Suite 316
Shrewsbury, NJ 07702
Phone: (732) 578-1234
Fax: (732) 578-1237

Sparta Office
50 Station Road
Sparta, NJ 07871
Phone: (973-726-8880

Phillipsburg Office
1505 Chestnut Street
Phillisburg, NJ 08865
Phone: (908) 619-1033

Phone:

Our Services

At Asset & Wealth Management, our Partners and Associates serve individuals and businesses in many areas of planning, including:

• Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.*

• Tax management - Making sure you don't pay a penny more than the law requires. Looking for ways to reduce your current and future tax burden. Referring you to qualified tax specialists.*

• Estate planning -  Preserving your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.**

• Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. With access to over two hundred of the most highly rated companies we specialize in life, health, disability and long-term care insurance planning.**

• Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.*

• Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles in order to help you reach your financial goals.* 

• Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.**

 

*   Securities offered through American Portfolios Financial Services, Inc./ Financial  Planning through American Portfolios Advisors, Inc.

** Insurance Planning through Asset and Wealth Management Group, LLC.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck