State Farm

RSW Investments LLC, based in Summit, NJ, is responsible for the management of approximately $2 billion in assets, specializing in separate account municipal bond portfolios for individual investors. The firm also offers investment advice to trusts, estates, charitable organizations, and various business entities. With a management philosophy focused on active portfolio strategies designed to enhance and protect wealth, RSW Investments emphasizes tax-efficient strategies that extend beyond tax-exempt bonds. The company prioritizes proactive communication with clients, ensuring direct access to its management team. Generated from the website

Summit Place Financial Advisors, LLC is a trusted wealth management firm located in Summit, NJ. With over 35 years of combined experience, their team of advisors offers personalized financial solutions to clients with complex investment, tax, and estate planning needs. They prioritize understanding their clients' goals and work seamlessly with other professional advisors to provide informed strategies that can help grow portfolios and secure future generations' financial well-being. Committed to building lasting relationships, Summit Place Financial Advisors, LLC is dedicated to guiding families towards financial security and comfort. Their expertise lies in serving multi-generational families, corporate executives, successful entrepreneurs, and recent inheritors with portfolios ranging from $5 to $25 million. Recognized for their excellence, they have received numerous accolades and awards, showcasing their commitment to delivering exceptional wealth management services.Generated from the website

We specialize in fund administration, broker-dealer compliance consulting, accounting and bookkeeping services, as well as recruiting services. We work as a team to ensure that our clients get the maximum benefit of our experienced staff...