Frequently Asked Questions

My goal is to simplify the complex so you can focus on what matters most—your family, your business, and your next chapter. I offer tailored financial planning and investment advice, including:

• Comprehensive wealth management

• Portfolio oversight and investment strategy

• Retirement and income planning

• Tax-efficient financial strategies

• Risk and insurance analysis

• Business succession and exit planning

Whether you’re preparing for a liquidity event or building a long-term legacy, I’ll help you navigate it with clarity and confidence. Visit our services page.

While the firm, Ausperity Private Wealth, is based in Moorestown, NJ - we work with clients across the country and beyond. Whether we meet in person or virtually, I prioritize a personal, high-touch experience that’s flexible to your schedule and preferences.

I combine institutional-level expertise with real-world experience. From managing complex investment portfolios to founding and selling a real estate company, I’ve sat on both sides of the table. That means I understand what matters most to business owners, entrepreneurs, and high-income professionals navigating big decisions.
I don’t sell products or earn commissions, my only priority is helping you make the smartest financial choices for your future. And through Ausperity Private Wealth, I’m backed by a team that brings deep tax, investment, and estate planning capabilities to the table.

There’s no hard asset minimum, but most of my clients are seeking full-service planning and typically have complex needs due to business ownership, real estate, or upcoming liquidity events. If you’re unsure whether it’s the right fit, contact me for a no-pressure intro call to talk through your goals and see how I can support you.

I work best with clients who want more than just investment management. My planning approach is built for business owners, professionals, and families looking for a long-term strategy that aligns with their values. If you want clarity around retirement, taxes, estate planning, and risk, I can help.

I operate on a fee-only model, primarily based on assets under management (AUM). That means no commissions, no product sales - just advice that aligns with your best interests.

Yes. I’m a Certified Financial Planner™ professional and a fiduciary, which means I’m legally and ethically bound to always act in your best interest. I provide objective advice with no sales quotas or hidden fees.

Absolutely. Referrals from happy clients are the highest compliment and the core of how I’ve grown. If you want to introduce me to someone, just keep it simple with something like: “I have someone I think you should meet, he’s helped me and could add real value to your life.”