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.

 

Click HERE for a financial check-up!  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. He...

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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...

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John joined Prestige in 2012 with 14 years of professional wealth management experience. John graduated from Stockton College with a B.S. in Business, and is a CERTIFIED FINANCIAL PLANNER™ and is a licensed Insurance...

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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. Prior to joining Prestige, Alyssa worked as a Financial Planner in the wealth management...

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

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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, 66 and 24 registrations from the Financial Industry...

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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. Prior to joining Prestige, Cherie was a Senior Internal Wholesaler for...

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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...

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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 for a Fortune 500...

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Mitch has more than 30 years of experience providing tax advisory services. He focuses on federal and state tax planning, compliance and controversies. He has worked for public accounting firms, private industry and tax advisory firms...

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Sara is responsible for providing income tax and accounting services to Prestige Wealth Accounting Group’s individual and business clients. Prior to joining Prestige Wealth Accounting Group, Sara served as a staff accountant for...

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Bobby works at Prestige Wealth Management Group as our Investment Trading Specialist coordinating with Wealth Advisors to rebalance client portfolios. Bobby holds FINRA Series 7 and 66 licenses. He graduated from Saint Joseph’s...

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Lynne brings more than 25 years' experience in leading and building high performing teams and operations management to Prestige Wealth Management Group. As Prestige's Human Resources and Office Manager, Lynne leads and executes all...

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Nathaniel Hodgson

Client Services & Operations Associate

908 583 8622

Nathaniel graduated from Metropolitan State University of Denver with his BS in Finance and a concentration in Financial Services. He joined Prestige after working with an Asset Management firm in New York where he gained experience...

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