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<strong>Physicians:</strong> <br/>a free, content-packed ebook will reveal 5 action steps you can take today that will help you;

Physicians:
a free, content-packed ebook will reveal 5 action steps you can take today that will help you;

Save Taxes
Build Wealth &
Protect Your Assets

Hint- You weren’t taught these action steps in Med School.

Our Services

We are Argosy Wealth Management, an independent financial firm in Westfield, NJ. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals.

INVESTMENT

INVESTMENT

Create an investment strategy that's right for you.

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RETIREMENT

RETIREMENT

Steps to consider, to pursue the retirement you want.

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ESTATE

ESTATE

Manage your affairs during your lifetime and beyond.

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FAMILY

FAMILY

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

Over the past 8 years, we have helped hundreds of young professionals across 10 different states. We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Insurance Needs Assessment: When You're Young and Single

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.
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And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Learn More

mEET oUR tEAM

Barbara Hawkesworth

Chief Legal Officer - Summit Financial

David Porro, CLU, ChFC®

Director of Insurance - Summit Financial

James Rabasca

Senior Tax Specialist - Summit Financial

Jenna Bloomgarden

Director of Marketing - Summit Financial

Noreen Brown, MBA, CFA®

Co-Chief Investment Officer

Sarah Rich

Chief Administrative Officer - Summit Financial

Steve Pfundstein

Chief Technology Officer - Summit Financial

Steve Melnick

Associate Director of Investment Management - Summit Financial

Tara Pizzutillo

Director of Investment Operations - Summit Financial

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