Wealth Management

With a dynamic and strategic approach, we tackle the complexities of personal wealth, alleviating worries and ensuring effective management for your confidence.

A Holistic Perspective

Our financial planning process incorporates the following components:

  • Tax Planning

  • Investment Management

  • Retirement Planning

  • Cash Flow and Debt Management

  • Family Risk Management

  • Education Planning

  • Legacy and Philanthropic Planning

  • Business Planning

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A Long-Term Approach, Focused on Planning

Our long-term wealth management philosophy focuses on total return and capital preservation — ever mindful of the tax implications. As true fiduciaries, we work diligently to grow and protect the wealth you have worked to create.

Model Portfolios With Access to Alternatives

We offer personalized asset allocation paired to your needs and objectives. This can include placement to alternative and direct investment vehicles (business investment, real estate and private equity).

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Let's Start a Conversation About Your Financial Future

Whether you’ve started scaling your company, are looking for an exit opportunity, or planning for your family’s financial future, we can help you take the next best step.

Discover Extraordinary
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Offices
Horsham, PAPhiladelphia, PANew York, NYBasking Ridge, NJJupiter, FLTampa, FLSt. Petersburg, FL

Check the background of your financial professional on FINRA's BrokerCheck
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Alden Investment Group is a registered name for J. Alden Associates, Inc.,. Securities offered through J. Alden Associates, Inc. FINRA/SIPC.  In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering.  Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc.

Investment advice offered through Sharp Wealth Advisory, LLC, D/B/A Sharp Financial, a registered investment advisor.

For more information about our services, please review our Client Relationship Summary. For more information about Alden Investment Group, please review their Client Relationship Summary.
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