Broker Check

Prestige Wealth Management Group - Flemington, NJ

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Roy is President & Founder and a principal owner of Prestige Wealth Management Group, and has over 30 years of professional experience in financial planning and investment management.

Read more

Kevin Means, CFA

Chief Investment Officer

908-583-8605

908-782-4168

Kevin serves as the Chief Investment Officer at Prestige Wealth Management Group. Kevin is responsible for investment research and portfolio strategy. Additionally he serves on our Investment Policy Committee which collaborates for...

Read more

John joined Prestige with 14 years of professional wealth management experience. John graduated from Stockton College with a B.S. in Business.

Read more

Alyssa McMahon, MBA, CFP®, CFA

Director of Financial Planning and Investment Operations

908-583-8615

Alyssa joined Prestige as a Wealth Advisor to work alongside our team in meeting with clients and helping them meet their financial goals.

Read more

Mary E. Scrupski, J.D.

Director of Estate Planning

908-583-8604

908-782-4168

Mary Scrupski received her undergraduate degree from RutgersUniversity, and then attended Rutgers Law School where she graduatedwith high honors. For the past 25 years, Ms. Scrupski has been advisingclients on a wide variety of matters...

Read more

Michael joined Prestige with 6 years of experience in the financial services industry. He earned his BA in Economics from Rutgers University and he holds his Series 7, 9, 10, and 66 registrations.

Read more

Bobby joined Prestige Wealth Management Group to provide operations support. He graduated from Saint Joseph’s University in 2011.

Read more

Cherie graduated from the University of California Irvine with a degree in Criminal Law, and has over ten years of professional experience in financial services.

Read more

Jeffrey joined Prestige with six years of experience gained at Merrill Lynch as a Retirement Education Specialist.

Read more

Tom brings more than 20 years of experience working with large regional and national CPA firms. His most recent position was as Vice President & Senior Trust Accountant with Rockefeller Trust Company in Delaware.

Read more

Joe’s 25 years of tax experience in both private and public companies, as well as lead roles held in the Tax and Business Advisory Consulting sector, and being a member of the Federal and State Tax Audit group.

Read more

Sara is responsible for providing income tax and accounting services to Prestige Wealth Accounting Group’s individual and business clients.

Read more

Stephanie joined Prestige with more than 10 years’ experience in Finance and Accounting. Here at Prestige, she handles all aspects of our Internal Operations, including internal accounting, vendor relations and human resources. She...

Read more

Eileen joined Prestige in June 2008. Her responsibilities include welcoming clients, telephone reception and customer service. She graduated from St. John’s University with a degree in Communication Arts. Throughout her career she has...

Read more

Donna Manalo

Client Services & Technology Associate

908-583-8622

Donna is currently providing administrative support to both Prestige Wealth Management Group, as well as Prestige Wealth Accounting Group.

Read more