Princeton Wealth Management Group

182 Nassau Street, Suite 304
Princeton, NJ 08542
  • (609) 279-9512
  • (609) 279-9514


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We are a Princeton, NJ based independent, private wealth management and financial planning firm committed to enriching the lives of our clients. 

We offer customized and personally tailored investment portfolio and financial planning solutions. We focus on helping clients build a comprehensive financial plan, effectively manage their assets and investment portfolio around that plan and assist them to make smart financial decisions along the way.

We are goal based investors and planners.  We want to clearly identify who our clients are, what makes them tick, who's important to them in their lives and what they want to accomplish.  We develop financial plans and investment portfolio strategies that help clients achieve the goals and objectives they've set forth. 

As advisors to individuals, families, business owners, executives and entrepreneurs, our team focuses on the unique financial concerns of the affluent, those who greatly value comprehensive financial management services from a trusted and respected group of professionals.

Come in and learn about our Family Wealth Advantage- a complete 5-step wealth management and financial planning process that will get you on track!  We are authentic in the advice we provide and look forward to becoming an integral part of your financial and personal well being.



FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals