CONNECT

Address:

198 Route 9 North, Suite 205
Manalapan, NJ 07726

Phone:

(732) 409-7232

Social Wealth

The desire to make a difference runs through all of us and including an element of giving and philanthropy into one's life can have positive impact beyond what you might experience in common hours.

It can have a positive impact on you, your loved ones, your friends or business associates. Not to mention the causes and institutions which are meaningful to you.

We excel in showing you how you can tap into your hidden capacity. Capacity you have at your disposal that you may not be aware of.

That's why we've developed service designed to support two core groups:

  1. Socially conscious individuals, families and businesses
  2. Not for Profit organizations

Services for socially conscious individuals, families

  • Family philanthropy – Have fun! Make a difference!
  • Giving workshops – Join others with similar passions to make a difference!
  • Socially conscious investing – Connect your money to your meaning!

Services for socially conscious businesses

  • Corporate Social Responsibility - Clarify company social mission and make a difference!
  • Employee enrichment – Provide programming that promotes employee growth and happiness!
  • Corporate culture enhancement – Foster teamwork, collaboration and good will!
  • Community outreach and support – Employees work collaboratively with chosen causes to make
  • a difference!

Services for Not for Profit charitable organizations

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck