Wealth Management

Affluent clients often belong to families comprised of several generations: individuals with differing values, preferences, objectives, and geographic locations. They may have a number of tax entities, investment accounts, service institutions, and professional advisory relationships. When these variables act independently of one another and pursue separate objectives, it can result in a fragmented, and unnecessarily risky, financial picture. These complex relationships require effective management and a well-organized process: wealth management that seeks well-defined, strategic objectives, and tracks success with quality and performance measures. Being advocates of a holistic approach to wealth management, our practice offers comprehensive financial services because we believe clients are best served when their financial needs are viewed in the context of their entire picture rather than a chronological event.  

 

Instead, we use broader approach believing financial needs tend to surround three main issues: addressing current liquidity, providing for longevity and leaving a legacy.  Therefore, our goal is to support our clients’ various needs as they transition through these lifecycle phases.  We also believe that financial needs are not isolated from life’s other requirements so we work to build relationships with our client’s families and professional advisors, such as their accountants and attorneys. It has been most satisfying for us to help so many professionals and generations of clients plan for their future.

  30+ Years of Accumulated Practice

Wealth Management

Mark Betlow is a Registered Representative of and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC. (HTK)  Registered Investment Advisor, Member FINRA/SIPC.  210 Park Avenue, Suite 101, Florham Park, NJ 07932, (973) 538-9100.  The Aigis Group and other listed entities are independent of and unaffiliated HTK.  HTK does not offer tax or legal advice.

Mark Betlow is insurance and securities licensed in the state of New Jersey (NJ), as well as several other states.  Please call our office at the number indicated above for further licensing information.  This is not an offer of solicitation in any state where not properly licensed or registered.

210 Park Ave Suite 101

Florham Park, NJ 07932

Tel: (973) 805-6990

Fax: (973) 288-2661