Private Client Group Asset Management

Private Client Group Asset Management is an independent investment advisory firm who understands that expert advice cannot be provided without objectivity. Our truly consultative approach ensures that our clients' needs always come first. Our Services RETIREMENT PLANNING Evaluate pension plan structures, IRAs, Roth IRAs, or qualified plans Analyze distribution options for pensions Calculate IRS required minimum distributions (RMDs), provide education on the regulations INVESTMENT MANAGEMENT Consolidate investment paperwork Provide 401(k), 403 (b), or 457 investment advice Evaluate investment alternatives Explain investment ideas in an easy-to-understand manner Provide secure on-line brokerage and stock trading Provide annual asset allocation review Conduct semi-annual review of investment statements Review investment strategy to maintain an individualized, high quality portfolio ECONOMIC ANALYSIS Provide economic and stock market updates and explain what it means to you Help evaluate the economic news to determine what you should and should not be concerned about EDUCATION Provide investment information with a comprehensive approach Keep you updated with products, service, strategy changes, and improvements Conduct semi-annual financial review meetings, other contact as needed GOAL RELATED Annual planning evaluations, tracking of goals Pro-active follow-up on action items Develop, establish, and track individual and family goals INSURANCE REVIEW Evaluate current life, disability, long-term care, health, umbrella, property and auto coverage Seek opportunities for improvement or cost savings ESTATE PLANNING Advise on the implementation and proper use of estate planning tools: wills, trusts, power of attorney Provide education and guidance on charitable giving alternatives Review ownership and beneficiary designations on all accounts FAMILY OFFICE SERVICES Introductions to local and global commercial banks Assistance to helping children and grandchildren obtain internships and permanent employment Introduction to expert tax, accounting and estate planning firms Assistance with lifestyle services (golf, sporting events etc.) Risk Management (i.e. funding long-term care, considering the establishment of a IRC Section 831(b) captive insurance company) Introductions to adult home care and nursing home contacts MISCELLANEOUS Analyze the effects of inflation on your goals Provide referrals to CPAs, attorneys, mortgage brokers, etc. Provide notary services

Address: 376 Main Street Suite 200, Bedminster, New Jersey 07921 USA

Phone: +1 908 719 3024
FAX: