P.O. Box 6150,
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:
Our research analysis can identify answers to your questions, including: