Institutional consulting group

Steven focuses on providing proactive investment guidance to private clientele, investment committees & boards of non-profit organizations and small to mid-sized corporations.

He builds successful relationships by putting our clients' needs first and is committed to developing a thorough understanding of our clients' needs. He accomplishes this by designing solutions to help manage our clients' long-term wealth, offering clients the resources they need to take advantage of new investing opportunities and most importantly focusing on our clients' success every step of the way.

Steven's focus on retirement plan solutions which stem back from when he began his wealth management practice over two decades ago. He works closely with small business owners and non-profit organizations where his desire is to help business owners and plan sponsors design an efficient retirement plan benefit that fit the needs of the company and their employees. He works together to create a benefit that will help prepare individuals for a sound retirement up to and throughout the retirement years.

Steven resides in Monmouth County, New Jersey with his wife Cindy and their children, Steven III, Nicholas, Matthew and Marissa. In his spare time, he enjoys golf and spending time with his family.

During retirement, Steven plans on enjoying his love for classic cars and hopefully to restore and build a collection of vintage automobiles to showcase to enthusiasts.

Bruce has more than 25 years of experience in the wealth management industry focusing on closely held business owners, their businesses, personal finances and employees.  As a Chartered Retirement Plans SpecialistSM since 1998, Bruce has worked with companies designing, managing and communicating retirement benefits to achieve superior recruiting and retention. As a Certified Exit Planning Advisor, Bruce helps owners prepare their most important asset for peak value, at the proper moment. Using customized wealth planning, Bruce brings his unique combination of capital markets expertise, 15 years running a privately-held manufacturing company and the academics of Harvard Business School’s Owner President Management program to help owners achieve the ultimate success.

Bruce resides in New York City with his wife Laura.