Wealth Management

The optimal allocation among growth stocks, value stocks, international stocks and tax-free or taxable bonds can only be determined by your individual objectives and risk tolerance. There are many investment advisors competing for your assets; which one is right for you? At Leaf, Saltzman, Manganelli, Pfeil & Tendler, LLP we will assist you in analyzing your portfolio and choosing the best managers.

Leaf, Saltzman, Manganelli, Pfeil & Tendler, LLP's Wealth Management team offers the following:

Fee-based investment advice
Modern portfolio planning and diversification analysis
Access to sophisticated portfolio money managers
A comprehensive planning approach
A vast scope of investment alternatives
Personal service by knowledgeable professionals with financial planning credentials

We Help Answer Your Questions…

What types of investments should be in my portfolio (e.g., individual stocks, hedge funds, bonds, mutual funds, real estate)?
What should my primary investment goals be?
What tolerance do I have for risk?
Are my current investments properly diversified and structured in order to achieve my investment goals?
Am I monitoring my asset allocations vs. my risk tolerance and adjusting my portfolio accordingly?
How do I plan for retirement and/or college education costs?

For more information, please contact Larry Leaf, CPA, MBA, PFS, at (973) 808-3131 or email him