• Signature Wealth Solutions for You

    personal approach

    We take a personal approach in helping our clients make informed financial decisions.

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  • Signature Wealth Solutions for You

    custom tailored solutions

    We believe in your financial well-being, and custom tailor solutions using sophisticated investment management tools to help you keep more of what you earn and to reach your financial goals.

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  • Signature Wealth Solutions for You

    in-house asset management

    Because of this we rarely use outside managers and seek to manage your money at a lower overall cost to you.

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  • Signature Wealth Solutions for You

    fiduciary

    As a fiduciary, we put our clients’ interests first in providing customized solutions to meet their specific needs.

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Planning.

Everyone deserves a quality financial plan. We work closely with you to gain an in depth understanding of your needs and goals, and help you achieve them.

We can help you:
  • Establish clearly defined goals
  • Track progress and adjust
  • Accumulate assets
  • Plan for retirement, college & insurance
  • Manage cash flow needs

Investing.

We design and implement investment strategies best suited to you. Our approach is based on facts and evidence, not opinions and speculation.

Our clients look to us for:
  • Wealth accumulation
  • Income generation
  • Capital preservation
  • Risk management
  • Tax efficiency

Guiding.

Emotions and investing can be a losing combination. We seek to avoid personal biases and human emotions in the decision-making process.

We look to:
  • Make informed choices
  • Take the stress out of investing
  • Avoid emotional decision errors
  • Eliminate unhealthy investment biases
  • Build custom portfolios for the long term
About Us

We put our clients first.

We are dedicated to helping you achieve your financial goals by providing unbiased advice, personal attention, and quality service. We manage individual and separately managed accounts for:
  • Individual retirement plans – 401(k), 403(b), SEP IRAs
  • Endowments and Foundations
  • Advisors and family offices

Partners. CFO. Primary Advisors.

From left to right: Eugene Yashin, MBA, CFA® | Matthew Etter, CFP® | Steve Tuttle, MBA

Timely Insights

Please see the latest in our ongoing series of timely insights and perspectives on investing.

LATEST INSIGHTS

Why Investors Shouldn’t Chase the S&P 500 or Any Benchmark

LAST QUARTER

Market Commentary

IN THE NEWS

Bloomberg, CNBC & Cheddar Interviews

LAST QUARTER

Investment Insights


Does your portfolio fit your individual risk profile?

What’s your tolerance for risk in reaching your investment goals? Take this complimentary five-minute quiz to get your Risk Number.

Let's Get Acquainted

We offer a complimentary “get acquainted" meeting to see if we can help you meet your financial goals.
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Main Office


400 Interpace Pkwy
Building C, 2nd Floor
Parsippany, NJ 07054