Our founder and president, Mark Schultz, has been helping clients achieve their financial goals since 1984.
We focus on helping you tilt the arc of time in your favor- by building portfolios you can hold for life, whatever direction the markets may go.
For nearly four decades, we've been working in the tri-state area, helping investors build something that will last.
Mark is a lifelong resident of Hunterdon County, NJ, where he grew up working at his family's appliance dealer in Lebanon. Mark is a FINRA-registered investment adviser and broker, and holds a New Jersey Life & Health insurance license. Mark also hold a B.S. in Accounting from Fairleigh Dickinson University. Mark has been studying markets since 1983 and specializes in fixed income trading strategies.
Tony holds Series 6 and 63 licenses and specializes in insurance products for both individual investors and corporate clients.
Curtis holds NJ Life Producer, Series 7, and 63 licenses; and a Master of Public Administration from Rutgers University. Curtis was previously employed by Merrill and specializes in equity strategies.
Tracey is the backbone of our office and keeps everything from client onboarding to financial management running smoothly.
Director, security division. Certified bark specialist.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment