Our Team of Financial Advisors
As a fiduciary, our first priority is helping you take care of yourself and your family.
Based in Freehold, New Jersey, with a network of clients across the country, we are a group of experienced financial advisors with the aim of turning your dreams into plans. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
LPA Strategic Capital Announces New Branch
Over the years, LPA Strategic Capital has evolved to incorporate new approaches and processes designed to help our clients achieve their financial goals. As we have continued to build our business on referrals, it has expanded our relationships outside of New Jersey. In addition - many of our long-term clients have moved to the south, particularly as they retire. The Carolinas have been a very common destination.
With this in mind, we are writing to share with you some exciting news. Please join us in welcoming Coastal Strategic Capital located on Daniel Island in Charleston, SC to our firm. We believe they will be a great addition to our team and more importantly will bring a great deal of value to all of us.
Tropical Storm Warnings On East Coast As Yet Another Atlantic Threat Looms
September 21, 2023
Tropical storm warnings have been issued for portions of the mid-Atlantic from North Carolina through Virginia for the weekend, the National Hurricane Center announced Thursday, as the latest threat in this year’s Atlantic storm season—-potentially the 16th named storm—could bring heavy rain, strong winds and “life-threatening” rip currents.
NASA UAP report finds no evidence of "extraterrestrial" UFOs, but some encounters still defy explanation
September 14, 2023
Washington — An independent group of scientist and experts convened by NASA found no evidence that unidentified anomalous phenomena, known as UAPs or UFOs, are "extraterrestrial" in nature, but stressed that better data is needed to understand some encounters that have defied explanation.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Why Regular Rebalancing Makes Sense
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This investment account question is vital and answered as early as possible.
Protect yourself against the damage that your homeowners policy doesn’t cover.
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It's easy to let investments accumulate like old receipts in a junk drawer.