We are pleased to announce that we are growing and have officially opened our 2nd location in our new office in Ocean City, NJ! 

This expansion allows us to bring our personalized approach to wealth management even closer to many of our clients who live, vacation, or own businesses along the Jersey Shore. For years, we’ve had the privilege of working with clients who consider Ocean City and the surrounding shore communities an important part of their lives. Whether you’re a full-time local resident, spending summers at the shore, managing a business in the area, or transitioning into retirement, our new office gives us the opportunity to meet with you where it’s most convenient— while upholding the high standards of care and expertise that define our firm.

By establishing a local presence, we’re making it even easier to stay connected, provide in-person guidance, and support your financial goals through every season of life—both in Wilmington, DE and now in Ocean City, NJ. Our new office will operate by request and appointment only.

Additionally, we welcome you to celebrate with us at our Open House on Friday, September 12th, from 4:30 – 7:30 pm ETat our new location -1312A Asbury Avenue Ocean City, NJ 08226.

We hope you can join us that evening to tour our new space, enjoy the hors d’oeuvres and mingle with our team and friends. Whether you are a long-standing client or a new face in the community, we’d love to welcome you and share this exciting milestone together!

Thank you for your continued confidence and partnership. We look forward to seeing you in Ocean City, NJ!