Everything Starts With Planning…

Whether we are working with individuals or small to mid-sized businesses, all of our services start with a plan. As a CERTIFIED FINANCIAL PLANNER™ professional, Jerry Lynch puts the interests of his clients above all else. We start with our clients’ goals, time frames and risk tolerance. Then we determine the investments and financial products that meet the client’s need and that are best in class.

Here is a comprehensive listing of our individual financial planning, wealth management, and investment advisory services:

Financial Planning Services

  • Retirement planning
  • Portfolio management and asset allocation
  • Estate and disability planning
  • Cash flow and savings analysis
  • Insurance, risk analysis, and risk evaluation
  • College funding for children (and grandchildren)
  • Social Security income planning and analysis
  • Getting the most from executive compensation and stock options
  • Caring for elderly, and intergenerational wealth transfer strategies
  • Charitable giving
  • Coordination with your other professional advisors

Tax Planning

  • Integrated tax planning and investment advice under one roof
  • Review of your income tax return to highlight opportunities for tax savings
  • Work with your CPA® to develop tax efficient strategies
  • FREE consultation with our affiliated CPA® firms (for 2nd opinions)


  • Mutual Funds, ETFs, and Stocks
  • Managed Accounts
  • Corporate and Muni Bonds
  • Tax managed investments
  • Annuities- fixed, indexed, variable
  • Real Estate Consulting


  • Long Term Care
  • Long Term Disability
  • Annuities
  • Life


  • Weekly economic updates
  • Monthly newsletters
  • Quarterly comprehensive newsletters
  • Mandatory meetings
  • Educational workshops

We would love to meet with you in our New Jersey office. Remember, even if you already have a financial advisor, a second opinion never hurts. Feel free to contact us using the form or call our office at (973) 439-1190.

Contact Us

305 West Main Street
Boonton, NJ 07005
TEL. 973-439-1190
FAX. 973-588-4880