Broker Check

RPT Wealth Strategies

Client Centered
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. Our client-centric approach help clients properly plan and prepare for future financial goals and retirement. We believe this approach along with our team of experienced industry leaders adds a holistic perspective, providing increased personalized value to our clients. Long-term relationships that encourage open and honest communication are the cornerstone of our organization's foundation of success.

Our experience and knowledge has helped many people, perhaps just like you, with similar issues and concerns.  We can help you create an approach that is designed to address your unique individual situation.  We invite you to contact us and schedule an initial confidential, complimentary appointment.

We can help you 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

We can also answer 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?