Lasting relationships. For all that matters

Robert Gerling has over 30 years of experience in the Financial Services Industry.  Robert has significant experience in Retirement and Corporate Benefits Planning.  He focuses on educating his clients in the area of strategic and tactical asset management. Robert works with his clients to help them author written Investment Policy Statements and Asset Allocation Models.

Robert built his practice constructing portfolios to help reduce risk and improve performance.  He has considerable experience with concentrated equity positions and large fixed income/bond assets.

Robert received his BA from Widener University in PA.   Robert also holds health, life, variable annuity, and variable health insurance licenses as well as FINRA Series 7, 63, and 65 securities licenses.

Robert resides in New Brunswick, NJ with his wife Jo Ann.  They have 4 children and 10 grandchildren.

• Widener University, B.A.

• Wealth Advisor

• CA
• CO
• DE
• FL
• LA
• NJ
• NY
• PA
• VA

Vincent Lucchesi has 30 years of experience in the Financial Services Industry.  Vincent provides customized wealth advisory services for successful individuals, business owners, foundations, and corporate clients to help them achieve both their business and personal goals. 

Vincent built his practice providing sound advice to clients on how to best use their assets to support their long-term goals.   Vincent also coordinates his efforts with other trusted advisors, such as attorneys and CPAs, to ensure that he understands the full picture and is providing advice that is in the best interests of his clients.

Vincent received his BA from Lynchburg College and completed the Graduate Tax and Investment Management Program at Temple University, PA.  As a CERTIFIED FINANCIAL PLANNER™, Vincent possesses deep knowledge in five key areas of client planning needs: estate, insurance, investment, retirement and tax. Vincent also holds health, life, variable annuity, and variable health insurance licenses as well as FINRA Series 7, 63, and 65 securities licenses.

Vincent resides in Sea Girt, NJ with his wife Susan, and their 3 daughters.

• Lynchburg College , B.A.

• CERTIFIED FINANCIAL PLANNER®
• Wealth Advisor