• 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 Marques
    • Corinne Brogan
    • Nicholas Buccino
    • Elise Feldman
    • Christopher Marlar
    • 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

Pragmatic wealth management for families and individuals

Pragmatic wealth management for families and individuals

We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.

From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.

You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions 1
  • Insurance & Annuities  2
  • Legacy Planning  
  • Wealth Transfer 
  • Risk Management 

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

related resources

Which Education Expenses Are Considered Qualified?

Which Education Expenses Are Considered Qualified?

08/19/2020
Learn more about what the savings in a 529 plan can help pay for.

Family & Life Events
Leaving Money to Your Kids? Consider These Inheritance Tips

Leaving Money to Your Kids? Consider These Inheritance Tips

08/18/2020
How to have a valuable family conversation about your estate.

Estate & Giving | Family and Life Events

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family and Life Events
Visualize Your Future [VIDEO]

Visualize Your Future [VIDEO]

12/25/2017
Achieving your vision for the future requires planning.

Retirement & Longevity | Family and Life Events
Home Budget Analysis

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...

Personal Finance
Net Worth Calculator

Net Worth Calculator

Your net worth is the value of all of your assets minus the total...

Personal Finance

Pragmatic wealth management for families and individuals

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.

© 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use