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Traphagen Investment Advisors, LLC

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Traphagen Investment Advisors, LLC

Overview:

Traphagen Investment Advisors, LLC, provides clients with exceptional portfolio management services. Using extensive research and market analysis, backed by sound investment principles, we strive to produce respectable returns for our clients. Our dedicated staff of financial services professionals is also committed to providing outstanding client service, backed by the latest office technology. And, all our staff members are hired based upon our high standards and principles.

Our investment team has over 65 years of wealth management experience and maintains professional designations including; Certified Public Accountants (CPA), Certified Financial's Planners (CFP), Personal Financial Specialists (PFS), NJ Life and Health Insurance Producers, NJ Real Estate License holders. We design portfolios by utilizing asset allocation strategies that reduce portfolio volatility and increase risk adjusted returns with positive alpha. Our strategy allows for the accumulation of wealth and preservation of capital.

Traphagen Investment Advisors, LLC, provides fee-based portfolio management services. Our fees are based on assets under management, not on how many trades we make. As CPA Financial Advisors we are required to act with undivided loyalty to our clients as a fiduciary.

Therefore, our loyalty is clearly to our clients, rather than to specific investment products. The result is investment advice and management that is completely independent and objective - advice based merits of the investment viewed in light of the financial profile of our client.

Toll Free: +1 877 809 1001

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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