For Individual Investors

Your objectives come first

Our disciplined approach to wealth management is designed to help you accumulate, protect, convert, and transfer your wealth — built around the goals that matter to you.

Wealth Management

Our first priority is to help you achieve your financial objectives. We combine sophisticated investment planning tools with professional resources to match your objectives with customized solutions, integrated into a personalized plan that can be updated as life changes occur.

We help you plan for goals such as:

  • Determining your net worth
  • Analyzing your asset allocation
  • Planning for retirement
  • Funding an education
  • Maintaining or enhancing your lifestyle
  • Preparing for a major purchase
  • Protecting your family or income
  • Creating a legacy
  • Converting wealth to income

How wealth management works

Understand your objectives

By listening to you and understanding your financial objectives.

Gather your information

By gathering specific information on your full financial picture.

Develop time-tested strategies

By analyzing your financial and personal information to match objectives with sound strategies.

Implement thoughtful solutions

By developing customized solutions drawn from a wide selection of world-class products and services.

Provide ongoing service

By regularly reviewing your situation to help ensure your objectives are being met.

Planning

Careful planning is the key to achieving your financial goals — from sending children to college and retiring comfortably to leaving a legacy. Our financial professionals work side by side with you to provide a simplified, integrated solution, from a focused review of a single need to a comprehensive financial plan. Our staff holds industry designations including CFP®, CPA, and MSFS, and we invest in their continuing education so clients have access to the most sophisticated strategies available.

  • Financial planning
  • Estate planning
  • College planning
  • Retirement planning

Investment Products

Whether you are looking for a single investment-related product or several for diversification, Garden State Securities offers one of the industry's widest arrays of investment products, designed to meet investors across risk categories and time horizons.

  • Stocks / options
  • Bonds
  • Mutual funds
  • Annuities
  • Private money management
  • Insurance
  • Structured investments
  • Private placements

Our Accounts

We offer a variety of accounts to help with both your immediate priorities and your longer-term goals. Our financial advisors can help you choose the account or accounts that are right for you.

  • Standard investment accounts
  • Money market accounts
  • Retirement accounts
  • Fee-based accounts
  • DVP accounts

Ready to talk through your objectives?

Contact your financial professional to discuss which solutions will help you meet your financial goals.

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