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Our Process

Client Centered

Focus on solving the financial puzzle.

How is this done?

  • Our 3-Step Process: Get Organized. Gain Clarity. Feel Relaxed.  RPT Wealth Strategies brings responsible, knowledgeable and academically sound investment planning to individuals and their families.

What technique is utilized?

  • Simplifying the work for clients.  We help clients' money work more effectively by building cost efficient, tax conscious, value-based plans.  We specialize in a client-centric approach to help clients prepare for multi-stage life goals and retirement readiness.  
Who is a typical client?
  • New Jersey residents with a zest for life.  Clients who prefer to work with our team value professional, independent guidance and experience. These clients understand the importance of implementing a plan into action…and value the committed review and monitoring process needed for the plan to succeed.

At RPT Wealth Strategies, we are focused on the client's best interest. Our commitment is to utilize our resources to help clients pursue their goals. All of our energy and efforts are focused on you, the client, and your satisfaction.