Welcome to APT Asset Management, LLC
We are an independent financial services and consulting firm that has been helping small business owners, executives, and families establish and maintain their long-term financial goals since 2004. We pride ourselves on working with nice, smart families and small business owners who understand the importance of appropriate investment and financial planning.
If you're not currently acquainted with our firm, we invite you to familiarize yourself with who we are and how we can help you get to that point where you don't have to worry about whether your money is doing right by you. Whether you're interested in minimizing the burden of taxation, creating an investment plan, exploring risk management solutions, saving toward retirement, funding your child's college education, or simply better understanding the fees associated with your investment and financial plan, we can help.
We appreciate your interest in APT Asset Management, LLC, and sincerely look forward to serving you.
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 6.123 New Jersey area wealth managers were considered for the award; 440 (8 percent of candidates) were named 2021 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.