Skip to content
  • T: 973.866.5270
  • F: 973.866.5320
Feel free to reach out.
  • Home
  • Our Team
    • Our Team
    • Robert Milligan Jr
    • Brad Mehl
    • Barry M. Gross
    • Michael A. Citron
    • Michael Ipp
    • Heather Jacobs
    • Margaret Selby
    • Lisa Kain
    • Corinne Brogan
    • Nicholas Buccino
    • Elise Feldman
    • Christopher Marlar
    • Dave Sprenkle
    • Theresa Lehigh
    • Why Work With a CFP®
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Business Owners
    • Corporate Executives
    • Families & Individuals
    • Non-Profits
    • Retirees
  • What We Do
    • What We Do
    • Our Approach
    • Banking & Lending Solutions
    • Business Planning
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Institutional Consulting
    • Investment Strategies
    • Longevity Planning
    • Portfolio Management
    • Risk Management
  • Resources
    • Resources
    • Monthly Market Review
    • Calculators
  • Contact Us
  • For Advisors
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 1792 Wealth Advisors
    360 Mount Kemble Avenue 3rd Floor Morristown, NJ 07960-6834 T: 973.866.5270 F: 973.866.5320
    Map and Directions Map and Directions
1792 Wealth Advisor Logo1792 Wealth Advisor Logo

The pursuit of financial success begins with a plan

The pursuit of financial success begins with a plan

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.

Our disciplined planning process accounts for your short- and long-term goals, your tolerance for risk and your stage of life, while also keeping a watchful eye on today’s complex domestic and global markets. In our experience, that’s the best way to customize a comprehensive, diversified portfolio that is flexible enough to meet your needs now and in the years to come.

Our financial plans offer a high degree of personalization that matches your investments to your goals and ability to take on risk. We analyze each potential opportunity to find just the right ones for you, your family and your goals, while also helping to manage your liabilities so you feel confident in your complete financial picture.

The result is a financial plan that is as dynamic, vibrant and enduring as the lifetime of achievement it represents. Simply put, we believe our business is people and their financial well-being, and we are as committed to your success as you are.

  • Build a Foundation With Achievable Goals
    Realistic goals provide the foundation for a solid financial plan. That is why it is important to codify your own. They can include educators for children, a second home, your income needs in retirement, your philanthropic interests, and plans for your estate. Because no two people are the same, building a financial plan around your specific goals creates a plan that is uniquely yours. We will work closely with you to identify and define your near- and long-term goals, check for goals that may conflict and work to resolve conflicts that arise. Even more important, we’ll set metrics with which to define success and adjust your plan as necessary.
  • Develop a Complete Financial Picture
    Along with a complete picture of your goals and time horizons, a personalized plan must incorporate current assets and liabilities in order to establish your net worth and review it throughout the years to come. We also consider your comfort level with risk so investments can be made accordingly. If applicable, consideration is also given to consolidating accounts to make finances and cash flow easier to track and manage.
  • Review and Optimize Performance
    Finally, we believe a financial plan should be as dynamic as the life it represents. Things change, priorities sometimes shift and new opportunities wait just over the horizon. That is why we review your plan’s progress relative to your defined objectives. Should changes need to be made, we rely on myriad resources and experts to help guide our decision process and also to suggest appropriate actions or strategies. Together, we can review the options and make objective decisions. To keep you apprised, we provide ongoing reporting of your account activity and conduct periodic reviews. Because we are truly partners in this important endeavor, we also rely upon you to communicate any significant changes in your life.

related resources

Visualize your future [VIDEO]

Visualize your future [VIDEO]

A tailored financial plan can help you achieve the unique future you have in mind.

Retirement & Longevity
7 Ways to Boost Your Savings

7 Ways to Boost Your Savings

Discover smart options to grow your savings.

Retirement & Longevity
Which Education Expenses Are Considered Qualified?

Which Education Expenses Are Considered Qualified?

Learn more about what the savings in a 529 plan can help pay for.

Family & Lifestyle
Your Guide to Marriage and Money

Your Guide to Marriage and Money

Love and money can be complicated. Here’s how to deal with finances before, during and – if needed – after marriage.

Family & Lifestyle
Contact Us
1792 Wealth Advisor Logo1792 Wealth Advisor Logo
  • 1792 Wealth Advisors 360 Mount Kemble Avenue 3rd Floor Morristown, NJ 07960-6834
  • T 973.866.5270
  • F 973.866.5320
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. 1792 Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2022 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use