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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.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
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The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
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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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