Financial Planning For Affluent Families
Throughout Hunterdon County
We specialize in working with people aged 55 and older looking for planning and guidance to ensure a smooth transition into – and through – retirement.
Strategic Plans Designed Uniquely for You

A Personalized Approach
As independent fiduciaries, we only provide recommendations in your best interest. We understand protecting the wealth you’ve accumulated and generating income are your biggest retirement concerns. We specialize in working with people aged 55 and older looking for planning and guidance to ensure a smooth transition into – and through – retirement.

About Your Wealth Planning Team
Our team is led by David Johnston, an experienced CERTIFIED FINANCIAL PLANNER™. Through a highly personalized process, we get to know you, your goals, and personal circumstances. We then develop a blueprint of your financial dream home, so you can live the life you want and retire with confidence.

Our Services
Fully addressing your financial needs and giving you access to a broad range of solutions is at the heart of everything we do. Our aim is to guide you through these decisions using the best tools, technology, and strategies available. We offer a comprehensive suite of customizable solutions to help you pursue your unique goals.