We provide comprehensive financial solutions and asset management to a select group of individuals, business owners and small- to mid-size companies. By taking into account your investment objective, ability or willingness to assume risk, tax situations, and other unique circumstances, we develop financial strategies and investment solutions tailored for you.

Preservation of capital is typically one of the primary concerns of our clients. With this in mind, we take the minimum amount of risk necessary to meet your stated investment objectives. This does not preclude us from being aggressive when appropriate, but it must adhere to the objectives of your overall wealth management plan. In addition, we strive to provide a level of service and professionalism that exceeds our client’s expectations.

image of Stephen Leightman

Stephen D. Leightman, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager

856-840-6650
Email |
image of Mark Evans

Mark J. Evans, AWM, CPA*

Senior Vice President - Financial Advisor, Portfolio Director

856-840-6651
image of Paul Tropea

Paul Tropea, AWM, CFP®, CPFA®

Managing Director - Branch Director, Senior Portfolio Director

856-840-6663
Email |
Sam Ceniccola bio photo

Sam Ceniccola, CFP®

Financial Advisor

856-840-6649 856-310-6219
Email |
image of Roseanna Calvo

Roseanna Calvo

Branch Service Manager - Senior Client Associate

856-840-6670