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What Sets Us Apart

Our three key business divisions enable us to provide access to a range of options to address the needs of our clients:

1. WEALTH MANAGEMENT

  • Asset Protection Strategies & Insurance Planning
  • Cash Management/Budgeting
  • Charitable Giving
  • Education Planning
  • Elder Care Planning
  • Estate Planning
  • Financial Planning
  • Income Planning
  • Investment Planning
  • Real Estate Investment Trusts
  • Socially Responsible Investing
  • Retirement Planning
  • Tax Planning and Preparation
  • Trust Services*
  • Review of Wills and Powers of Attorney**
  • Referral Network for accounting and legal services

2. BUSINESS PLANNING

  • Tax Planning and Preparation

3. CHARTERED ADVISOR IN PHILANTHROPY (CAP)

A CAP provides value in key areas of charitable activity:

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. **Legal services are not offered by LPL Financial or Pollack Financial Group.

Please contact us with any questions you may have: Email Us or Call us (973) 783-2555