Over the years and through many types of markets, we’ve helped New Jersey families and business owners increase their resources and protect what they’ve built.
Prioritizing Protection and Tax Efficiency
Many financial advisors in Morristown NJ provide investment services, but you need more in today’s uncertain climate. At Cornerstone, we focus on protecting as well as carefully growing your family’s wealth. As risk management specialists for over 40 years, we provide a high level of diligence so you can keep what you’ve worked so hard to build. Our focus on wealth preservation as well as continued asset growth helps prevent as well as solve problems.
We also prioritize the tax efficiency of your investments, so you can keep more of what you earn. This unique approach has enabled us to help individuals and families in the community build and preserve wealth for future generations.
Independence and Objectivity
As an independent financial advisor in Morristown, NJ, we provide you with objective advice. We have no ties to product companies and instead have the freedom to help you select products that offer a high level of value for your money.
We also act as your legal fiduciary, which means we agree to always put your interests first. Not all firms do, and this can create conflicts of interest that can compromise your results. (Want to know why that’s critical?
Read our previous article on that topic.)
Over 40 Years of Service
When your money is at stake, experience is a must. As financial advisors in Morristown NJ, we’ve been providing individuals and families with advice for over four decades. We have helped our clients navigate numerous market cycles and different types of economic conditions with confidence.
The Right Team for All of Your Needs
Our Morristown NJ financial advisors have significant experience helping people solve their financial challenges and achieve their goals. Our team includes Jan Sedlacek, CLU®, ChFC®, who has been in the financial planning and insurance business since 1975. Jan holds the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, in addition to Series 6, 63, and 65 securities licenses. Alan Meckler, CFP®, CLU®, ChFC® also brings over 31 years of experience helping Morristown NJ families. In addition to his credentials, he holds Series 7, 63, and 65 securities licenses. Mary Meckler, RHU®, rounds out the core advisors team, where she brings over 20 years of experience in managing employee benefits. Then, our skilled additional team members help ensure that you get the expertise and support you need to feel organized and confident about your money.
Giving Back to Our Community
At Cornerstone, we also prioritize giving back to our community, and enjoy supporting local causes. Alan Meckler, our Vice President, currently is a Boardmember of
St. Christopher’s Inn, a men’s homeless shelter and drug/alcohol rehabilitation clinic.
