1161 Broad Street,
Asset & Wealth Management consists of a group of highly motivated individuals co-managed by partners, Vincent T. Bonavita, Jr., Thomas G. Fallon, and Brian M. Fullman. Founded in 2002, all managing partners are licensed Registered Representatives of American Portfolios Financial Services, Inc.(Member FINRA/SIPC). As independent representatives of American Portfolios, we have access to many of the best financial products and services the industry has to offer.
Managing Partners, Vincent T. Bonavita Jr., Thomas G. Fallon and Brian M. Fullman are also affiliated with American Portfolios Advisors, Inc. (RIA) a fee-based Financial Planning/Investment Advisory Firm.
To further serve clients, our firm is a full service insurance consulting firm dedicated to the financial well being of our clients. Asset & Wealth Management seeks to assist families, businesses and individuals find and choose the insurance products that best meet their needs and protect their hard earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients-not a parent company.
Today's economic climate offers unprecedented opportunities. At Asset & Wealth Management, utilizing our business relationships, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals.
2. A well-defined roadmap for achieving those goals.
3. Ongoing advice to help adjust their roadmap when their needs change.
Our services cover many areas of financial management, from investment and retirement planning(securities offered through American Portfolios Financial Services, Inc. and financial planning through American Portfolios Advisor's, Inc.) to risk management and estate conservation(insurance planning through Asset & Wealth Management Group, LLC.). We specialize in helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and seeks to enable them to meet both short- and long-term objectives.
On our Web site, you will find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing.
For help with your financial management, or for more information about Asset & Wealth Management, American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.(RIA), please contact us today.