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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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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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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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