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Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $2.5 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that`s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.
Halite Partners is an independent Registered Investment Advisor committed to creating a revolutionary investment experience for institutional, family, and private wealth investors. Founded to provide a new level of transparency and investment freedom, we implement cutting-edge strategies with a commitment to delivering best-in-class solutions and services. Halite Partners removes barriers faced by many investors, helping them preserve and enhance financial strength from one generation to the next.
Rockefeller Investment Group is a Santa Monica, CA-based company in the Financial Services sector.
Jacobs Levy Equity Management is a Florham Park, NJ-based company in the Financial Services sector.
HGK Asset Management is a Jersey City, NJ-based company in the Financial Services sector.