Navesink Wealth Management of Middletown

Navesink Wealth Management of Middletown is a Financial Planner in Middletown, NJ, located at 8 Tindall Rd. The firm operates as an independent investment consulting organization providing comprehensive financial services and personalized wealth management. It serves individuals, families, businesses, institutions, and foundations with a focus on objective advice and tailored strategies. The practice is locally owned and managed in Middletown while maintaining offices in Darien, Connecticut, and San Francisco, California, allowing it to serve clients across the country with personalized attention.

The firm operates under a fiduciary standard, focusing solely on client needs to provide suitable investment management and professional advice. Michael Giordano serves as a Financial Consultant and Accredited Wealth Management Advisor, preparing financial plans related to retirement, estate, college, and insurance needs. Peter Graham Jr. and Peter Graham Sr. are Financial Consultants who help build, preserve, and manage wealth for individuals, families, and businesses. Peter Graham Sr. entered the financial service industry in 1994 and previously founded a firm to serve the tax needs of individuals and businesses in Monmouth County. Danielle Graham Lyons is a Financial Advisor based in San Francisco who guides clients along their wealth management journey. Michelle D. Whitman serves as a Client Services Associate.

The firm specializes in asset management, constructing investment portfolios based on extensive analysis of risk tolerance, investment objectives, and time horizons. It offers financial and retirement planning to help clients address income needs, maintain lifestyle choices, and fund long-term goals such as travel, healthcare, and charitable giving. Services include guidance on retirement plan rollover options, Traditional and Roth IRAs, and corporate retirement plans like 401(k), 403b, and Defined Benefit plans. The firm emphasizes that investment managers should have a proven long-term track record through all markets to help retirement savings last.

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Navesink Wealth Management of Middletown provides fiduciary-standard financial planning and asset management to clients in Middletown, NJ.

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