About Us

We are a full-service financial firm committed to helping people pursue their financial goals.  As established leaders in the financial services industry, we offer customized guidance and strategies to our valued clients.

Our reputation for professional excellence and reliability provides our clients a high level of confidence in the innovative and practical financial programs we recommend and help implement.

We offer a wide range of financial products and services to individuals and business owners.   TPS is also the leading financial firm for educators and administrators in the state of New Jersey. Our financial professionals identify goals and provide comprehensive financial information to assist clients in making sound decisions designed to reach their goals.

The professionals at TPS work hard every day to help create exceptional relationships by providing clear, easily understood explanations of financial products and services.  The personalized program we provide serves as a road map toward a more secure financial future.

Our Qualifications

Our firm is a proud organization of financial professionals who provide advice on well over one billion dollars in assets placed under management (as of January 2019). The average TPS financial professional brings more than 15 years of experience and a specific focus to each client. Our knowledge in wealth management, combined with the array of highly respected investment vehicles available to our clients, enables our financial professionals to assist you in developing a personalized plan to help meet your financial goals.

Our goal is to provide each client with a clear and attainable plan for their financial future. Whether it is retirement funding, accumulation strategies or risk management, our firm of professionals will strive to help you create a legacy you and your family can rely on into the future.

Our Mission

TPS Financial professionals provide client-focused wealth management strategies to individuals and organizations by creating a personalized method of financial planning that best suits the needs and goals of their clients. TPS’ dedicated team of financial professionals brings clients a proven track record of delivering practical, innovative investment strategies in financial services. Together with our clients, we create a plan to bring our clients “the best that we can be and the most that we can offer”. We strive to offer excellence through solid product knowledge and strategic implementation to help ensure an optimal financial future.

Financial Services we provide our clients:

  • Asset Management Accounts
  • Retirement Planning
  • Education Funding
  • Estate Planning Strategies
  • Wealth Accumulation
  • Retirement Planning
  • Business Succession Planning


We look forward to using our experience to help you pursue your financial goals.