The FC Team
Serving the greater Little Silver, NJ; New York, NY; and Blue Bell, PA, areas.
Talk to the team
Location
Little Silver, NJ, 07739 (732) 945-5508
A team behind every plan
Our mission is to help clients and their families achieve and maintain financial independence. Our work includes investing for growth or income, managing risk, helping to preserve the wealth of our clients, and building a legacy for future generations. We employ the simultaneous coordination of tax, financial, investment, estate, and business planning to produce comprehensive, custom financial plans that focus on your whole life. We pride ourselves on simplifying complicated situations and providing an unprecedented level of service to our high-net-worth, multigenerational clients.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Little Silver, NJ
200 White Rd., Suite 215
Little Silver, NJ 07739
Blue Bell, PA
512 E. Township Line Road, Suite 220, 5 Valley Square
Blue Bell, PA 19422
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Little Silver, NJ
Little Silver, NJ 07739
New York, NY
New York, NY 10165
Blue Bell, PA
Blue Bell, PA 19422
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Smart savings strategy
Newsroom and Resources
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One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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