The TS Group
200 State Route 31
Flemington NJ 08822
908.237.2988
Learn more about an advisor's background on
Patrick K. Tierney, Francis Scally, and Michelle Bartosik have over 75 years of combined experience providing financial guidance to wealthy individuals and families.  We are adept at handling a wide range of wealth management situations.  We bring our combined talents and complementary skills to each relationship.  Our mission is to combine this experience with our passion for wealth management as we help clients pursue their financial goals.
Welcome

The TS Group is a highly skilled team of professionals offering the personal touch of a boutique-like firm combined with the vast investment resources of Merrill and the banking convenience of Bank of America.  We focus on assisting high-net-worth individuals, families, corporate executives and small business owners with various aspects of their wealth management needs, drawing on our collective insights and experience to provide customized strategies.

When you work with The TS Group, you’ll be working with a team that has practical experience and a shared pursuit of excellence in everything we do.  We pride ourselves on our commitment to understanding your goals and objectives, and developing tailored strategies to address your current and long-term needs.

The foundation of our advice and guidance is taking the time to truly understand what is important to you.  We listen and we work together with you to provide organization and discipline to your financial life.  We offer clients our financial acumen, and maintain a dedication to outstanding service.

Recognition
Patrick Tierney
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
The TS Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Approach

We offer a customized, proactive approach to clients' individual and family situation. The TS Group focuses on you – in our effort to help you design and refine a wealth management strategy tailored specially for you.

We are committed to gaining a keen understating of your needs, goals, time, horizon, liquidity requirements, risk tolerance, personal situation and overall financial position to help us offer customized wealth strategies. Our disciplined process is proactive, designed to help you grow and preserve your assets and to structure the income streams you need.

Our investment approach rests on the fundamentals of balancing risk and return with diversification. We can help you understand the elements of risk that might affect your long-term wealth strategy. We can help you understand the elements of risk that might affect your long-term wealth strategy. We strive to offer a well-balanced portfolio that helps you pursue your investment objectives through a broad spectrum of market cycles. We work with you to create personalized investment guidelines detailing assets targets, risk tolerance, allocations of various asset classes and much more.

Over time, we can suggest changes to rebalance your portfolio as needed.

Meet Our Team
Patrick Tierney,

CAIA®, CFP®, CPFA®

Senior Vice President, Senior Financial Advisor
908.237.2988
Francis Scally,

CFP®

Senior Vice President, Senior Resident Director
908.237.2986
Michelle Elizabeth Bartosik,

CRPC™

Vice President, Wealth Management Specialist
908.782.2743
Evan Kendis,

CPFA®

Assistant Vice President, Senior Financial Advisor
908.237.2984
Laura Osifchin
Officer, Registered Wealth Management Client Associate
908.237.2990
Kelly Trezza
Officer, Wealth Management Client Associate - RDA
908.237.2999
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.