Investment Management

Successful investing takes time, and you need to give your investments continued attention. Our wealth management partner, PWM Advisory Group, can review your investment plan, manage your portfolio and provide prudent investment advice when changes occur in your personal situation, the economy or the market.

Benefits To You

CLIENT-FIRST APPROACH.

As an SEC Registered Investment Advisor, PWM Advisory Group is held to a higher standard of conduct than brokerage firms. By law, clients’ interests must be kept ahead of their own.

CONFLICT-FREE ADVICE.

Investment management compensation is based solely on assets under management and not brokerage or transaction-related fees. Proprietary and brokerage firm products are not promoted. This eliminates many conflicts of interest.

STRAIGHTFORWARD SOLUTIONS.

Investment solutions that focus on keeping your core investable assets in a portfolio that is easy to understand, accessible, cost-efficient, and tax-sensitive.

ADDITIONAL SECURITY.

PWM Advisory Group does not take custody of client assets, as these are held with qualified custodians. Separating the investment advisory function from the custodial relationship creates an additional level of financial security.

INVESTMENT SOLUTIONS

  • Review your current investments
  • Measure your comfort level with investment risk in return for potential reward
  • Structure your time horizons for achieving your financial goals
  • Evaluate your portfolio’s diversification
  • Design your portfolio to maximize return against goals
  • Implementation and ongoing management of investment strategies

Learn More

To learn more about the services provided by PWM Advisory Group or to schedule a portfolio consultation, please call us at 732.450.0147 or visit www.pwm-nj.com.

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Carmine D'Avino, CFP

Carmine D’Avino, CFP®
PWM Advisory Group
609-520-1188
cdavino@pwm-nj.com

Ryan Fause, MSF

Ryan Fause, MSF
PWM Advisory Group
732-450-0147
rfause@pwm-nj.com

Monica Jalife, CFA, CFP, MBA

Monica Jalife, CFA, CFP, MBA
PWM Advisory Group
212-652-3261
mjalife@pwm-nj.com

Thomas Farrell, CFP, CEPA

Thomas Farrell, CFP, CEPA
PWM Advisory Group
973-532-8893
tfarrell@pwm-nj.com

The information contained herein is not necessarily all inclusive, does not constitute legal or any other advice, and should not be relied upon without first consulting with appropriate qualified professionals.