We are an independent financial services and consulting firm that has been helping small business owners, executives, and families establish and maintain their long-term financial goals since 2004. We pride ourselves on working with nice, smart families and small business owners who understand the importance of appropriate investment and financial planning.
If you're not currently acquainted with our firm, we invite you to familiarize yourself with who we are and how we can help you get to that point where you don't have to worry about whether your money is doing right by you.
If you're not currently acquainted with our firm, we invite you to familiarize yourself with who we are and how we can help you get to that point where you don't have to worry about whether your money is doing right by you.
Services
APT Asset Management offers a full array of financial consulting and investment advisory services. Our range of services and flexible compensation models provide you with options not always found with traditional brokers and insurance agents. As independent advisors, we are able to work with you in the way that is most comfortable and suited to your needs.
Tom was raised in Rutherford, New Jersey. He holds a BA from Gettysburg College and an MEd from Springfield College. Tom began his financial services career in 1995 as a planner with WS Griffith Advisors and, in 2002, achieved the coveted CFP certification.
Tom returned to his hometown in 2003 and formed APT Asset Management, LLC, in 2004 in order to provide a truly independent and comprehensive approach to financial planning free from the influences present in many traditional Wall Street firms and old-line insurance companies.
Tom returned to his hometown in 2003 and formed APT Asset Management, LLC, in 2004 in order to provide a truly independent and comprehensive approach to financial planning free from the influences present in many traditional Wall Street firms and old-line insurance companies.
Our philosophy is grounded in independence and simplicity. As an independent financial services and consulting firm, we are free to provide guidance to our clients without the conflict of interest created by sales quotas and proprietary products.
At APT Asset Management, we pursue your financial independence in a practical manner; we endeavor to develop a simple, tax-efficient, and cost-effective financial plan that is tailored to your unique needs and measures success based on your personal goals.Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and your core values as they relate to your investment and insurance plan.
At APT Asset Management, we pursue your financial independence in a practical manner; we endeavor to develop a simple, tax-efficient, and cost-effective financial plan that is tailored to your unique needs and measures success based on your personal goals.Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and your core values as they relate to your investment and insurance plan.
When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. Many people believe that all financial planners are certified, but this isn't true. Only those who have fulfilled the certification and renewal requirements of the CFP Board can use the CERTIFIED FINANCIAL PLANNER (CFP) certification.
People with a total household income of $150,000 or more who own their own homes and have investable assets of greater than $500,000. Our business plan is designed for a limited number of select clientele. This allows us to spend more time helping our community of clients to enhance their quality of life.
Reviews
Be the first to review Apt Asset Management.
Write a Review
