Broker Check

Your Team at LPA Strategic Capital

(732) 462-1180

Wealth Management

At LPA Strategic Capital, wealth management begins with getting to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Our team of New Jersey-based financial advisors offer wealth management services that include:

  • Creating and implementing comprehensive financial plans that incorporate all aspects of financial life.
  • Continuously monitoring client financial matters and providing ongoing communication and reporting. 

As fiduciaries, at our firm, we have the client—and only the client—in mind. 

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to help you realize your dreams.

Our services also include the following:

  • Investment Planning, Portfolio Construction & Implementation
  • Client Education and Coaching
  • Financial Protections
  • Retirement Planning
  • Tax-Efficiency Planning
  • Family and Legacy Considerations.

To learn more about how we can help turn your dreams into plans, check out our Products & Services page.

Learn more about our team of advisors and wealth managers here and schedule a no-cost, no-obligation consultation below to see how we can help you.

LPA Strategic Capital is based in Monmouth County, and has offices in Freehold and Wall, New Jersey.

Meet Our Advisors!