A Personalized Approach to Managing Wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. We will work with you to create a comprehensive wealth management plan designed to make the best use of your wealth today and help ensure its endurance for future generations.

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Expertise Knowledgeably Applied

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

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Resources Vital to Success

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

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What Makes Us Different

When you work with us, you’re working with our entire team. We leverage our collective experience and expertise to ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best.

We’ve had the pleasure of working with a range of diverse clients, including families and business owners. This agility has allowed our team to hone the skillset required to provide uncompromising financial service.

We develop tailored portfolios and financial plans, seeking out opportunities from a global vantage point and factoring micro- and macroeconomic conditions to develop plans designed to sustain over the long term. Each strategy we employ is intended to balance growth with the appropriate level of risk, while furthering your financial goals.

We commit ourselves to thorough research and an intense vetting process, so you know that the investments and managers we recommend offer qualities that enhance your investment portfolio. We tap into our network of professional contacts and hold frequent calls and visits to ensure their approach aligns with our own.

The advisory relationship should be ongoing, growing stronger with time. We actively manage and review portfolios to ensure they stay consistent with your goals, using the original strategy as a guidepost. We commit our full capabilities as a team to your success, united behind the pursuit of your ideal financial future.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.


A Word From Brian

Mission Statement

Our mission is to provide our clients with the highest level of financial planning and investment management services available and to regularly communicate with those we serve the information and advice required to reach their financial destinations. We provide our services with a dedication to the highest standard of fiduciary care, always putting our clients’ best interests before our own and delivering that care with warmth, friendliness and hearts for service.

Brian Rice, President, CEO, CCO & Investment Advisor Representative


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Our Team

“It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” ~ ROBERT KIYOSAKI

Our Approach

Complicated matters made simple. That is our ultimate goal, the mission that drives us. Bringing clarity and vision to all the financial decisions in your life is simply what we do.

Whether you’re focused on retiring on your own terms or leaving something behind for the next generation, we can help. Our sound, straightforward process leads to practical recommendations designed just for you.

To help you find the straightest line to achieving your goals, we offer an array of financial planning and investment services. So whatever phase of life you’re in – whatever complexities you may face – our experienced professionals are equipped to guide you through.


Our Process

Our personalized client on-boarding process provides a strong foundation for establishing our long-term professional relationship. We invest the time to help ensure all bases are covered, all details are addressed and all parties are on the same page.


As we listen to you, we learn about your objectives, your perspective on risk and your liquidity needs. We then devise a plan to support your personal goals through professional investment management and strategic planning.


Using the details you have confided in us and our access to high-caliber research and analysis, we narrow down a selection of investments and an allocation tailored to your financial objectives. We will then present our recommendations and outline the steps needed to implement your plan.


Once you have approved the plan, we put it into action by choosing investment vehicle types and services uniquely suited to your needs, goals and risk tolerance. We craft your portfolio carefully, making the most of the choices available to serve your precise situation.


After establishing your plan, we continue to monitor its progress toward your objectives and ensure it keeps working for you through all of life’s changes, continually updating you and providing ongoing support. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.

We Work Hard For You

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, We’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today, and to help ensure its endurance for future generations. We’ll do the same for you.

We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

We provide you with the personal service that a larger firm may not offer. We are a service-oriented practice providing meaningful relationships to clients of all sizes, from the individual to the large corporation; specializing in retirement plans.

We firmly believe in communicating with our clients on a regular basis. Perhaps nothing is as important as keeping you informed of timely and relevant market events. To that end, you should expect to receive periodic updates, newsletters and other mailings from our office. This is just one more way to maintain a flawless standard of excellence for each of our clients. Likewise, it is important for you to keep us up-to-date as to how well you think we are doing and if there have been any changes in your goals.

Let us be your beacon to financial independence.

We know choosing an advisor isn’t easy. We invite you to meet our team. We’ll start by answering any questions you may have about our services or your situation. To schedule a consultation or learn more about our team, please fill out the following form or call us. We look forward to hearing from you soon.

Contact Us


You'll find a wealth of content to inform and help educate - dozens of articles, an extensive list of financial calculators, and a glossary of financial terms.


A host of financial tools to assist you.


Educate yourself on a variety of financial topics.


These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.


Timely newsletters to help you stay current.


Financial terms from A to Z.


These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.


Manage your taxes and prepare for the upcoming tax season.


In the Community

We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us.
  • Vice Chair of Fair Haven Environmental Commission

    Vice Chair of Fair Haven Environmental Commission

  • Foundation Board Member Mental Health Association of Monmouth County

    Foundation Board Member Mental Health Association of Monmouth County

  • Certified Fishing Instructor Hooked on Fishing Not on Drugs Program (HOFNOD) NJDEP Division of Fish & Wildlife

    Certified Fishing Instructor Hooked on Fishing Not on Drugs Program (HOFNOD) NJDEP Division of Fish & Wildlife

  • Navesink & Shrewsbury River Fishing Club

    Founding Board Member of Navesink & Shrewsbury River Fishing Club

  • Navesink River Municipalities Committee

    Chairman of Navesink River Municipalities Committee

Our Office

731 River Road
Fair Haven, NJ 07704
Phone: 732-345-9001
Fax: 732-345-9007
Email: brian.rice@ricewealthmgt.com

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