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