We are a Merrill Lynch Wealth Management team headquartered in Princeton, New Jersey. We serve multiple generations of client families in many states, offering tailored advice and guidance, a goals-based investment process, and a heartfelt service ethic. Clients include current and retired executives, business owners, academics, special-needs families, and other individuals who benefit from in-depth attention and strategy. We work closely with our client, CPAs and their attorneys, to develop their safe planning and special needs trust.

Led by Jean Wiegner, Jeffrey Condit and Stephen Loughran, our team brings over fifty years of experience. We've witnessed numerous market cycles, economic conditions, and fiscal environments. More importantly, we combine hands-on acumen and insight with a strong emotional connection to our clients. We recognize each client is unique – with distinctive risk tolerances, liquidity needs, and time horizon. We're keenly attuned to each person's priorities, working to propel clients toward the lives and legacies they envision.

We're honored to enjoy referrals as the primary source of new relationships. We believe in earning trust through concerted action, impeccable responsiveness, and reliable outreach. Families have entrusted their wealth to us across generations. Our continuity of service is mirrored in our team structure. We combine maturity and seasoned advice with dynamism and forward-thinking ideas.

Speak to us and you will detect something different. We care deeply about the families we serve, offering proactive initiatives for issues that matter most. As Wiegner, relates, "We're problem solvers. Our diligence makes a difference in clients' lives—that's our reward."