Proudly Serving New Jersey

Parsippany

4 Campus Dr
Suite 304
Parsippany-Troy Hills, NJ 07054

Your Parsippany Team
Michael Green

CFP^®, AWMA^®

Senior Wealth Advisor
Gary Herz

CFP^®, EA, RICP

Associate Wealth Advisor

Enjoy some of our latest resources

August 26, 2025

Investing at All-Time Highs

When markets hit record highs, it’s natural for investors to hesitate. Concerns often arise—have I missed the rally? Are valuations too stretched? Is buying now too risky? Focus Partners’ Jason Blackwell breaks down what history and data reveal about investing at all-time highs.
Watch the video
August 25, 2025

What the One Big Beautiful Bill Means for Retirees

Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.
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August 25, 2025

New Tax Rules, New Considerations for Business Owners

Join Chief Planning Officer Jeffrey Levine as he breaks down what business owners need to know when reviewing their 2025 plans—and how to position yourself strategically for years to come.
Watch the video