RPT Wealth Strategies

Welcome! We are an independent fee-based retirement planning firm located in New Jersey. We help New Jersey educators, healthcare workers, their families and small business owners with a variety of financial concerns.

At RPT Wealth Strategies, our focus is...

Solving the financial puzzle.

It all starts with you. Your goals become our goals. Our client-centric focus help clients properly plan and prepare for future financial goals and retirement. We believe this holistic approach adds perspective and increased personalized value to our clients.

Long-term relationships that encourage open and honest communication are the cornerstone of our organization's foundation.

Bring us your concerns. Our 20 plus years experience and knowledge have helped many people. Together and in partnership, we’ll discuss and design an approach that addresses your unique individual situation. We invite you to contact us and schedule an initial confidential, no-obligation, 20 minute complimentary telephone appointment.

Our services address:

Retirement plan accumulation/distribution strategies
Tax planning strategies
Social Security optimization
Investing principles and strategies
Adhering to a retirement plan
Asset allocation optimization
Risk management analysis
Estate conservation issues

Our research analysis can identify answers to your questions, including:

Can I retire early?
What retirement plan types are available to me or my business?
How do my investments affect my taxes?
Are my investments working efficiently?
How can my spouse and I optimize our Social Security Benefits?
What is a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family or business?
How do I manage potential long term care expenses?