Edward R. Collins, CFP®, AAMS, RFC
Founding Partner & Wealth Advisor
Passionate about what he does for a living, Mr. Collins specializes in the complex areas of family wealth management and investment portfolio design. He dedicates himself to helping his clients enhance their financial literacy and work toward their financial goals and objectives. As a private wealth manager, he is the financial planning team leader for his clients, ensuring that each area of a client’s financial life is being reviewed. He then weaves those separate planning areas together into one cohesive, living document that can adapt to the dynamic nature of life.
A true student of "wealth management", Mr. Collins has achieved advanced accreditation in the areas of financial planning, professional money management, and wealth management and has earned the prestigious CERTIFIED FINANCIAL PLANNER (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. in Washington, D.C., the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in Colorado, as well as the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants in Ohio. Mr. Collins has earned his Series 7, Series 66, and Series 24 securities registrations, as well as his Life and Health Insurance Licenses. Mr. Collins graduated Magna Cum Laude from Caldwell College with a double major in History (B.A.) and Psychology (B.A.), a minor in Political Science and a Certificate in Government Service and Administration. He started his professional career working with the United States Department of Justice, but transitioned to private wealth management planning in 1998.
Serving clients from Connecticut through Florida and as far west as California, Mr. Collins spends some time traveling across the country. An avid tennis player, he can often be found on a tennis court when not in a meeting with a client or at an industry conference. Community Service plays an important role in Mr. Collins’ life. He is a member of the Board of Trustees for Caldwell College. He is a member of the Alumni Board and serves on the Business Advisory Council of Caldwell College as well. He serves as a Trustee and Treasurer of the Brian C. Kull Memorial Foundation, Inc., a foundation which issues college scholarships to students that demonstrate excellence in the areas of service, leadership and fellowship within their community. Mr. Collins and his wife, Irina, are active members of the North Hunterdon-Clinton Kiwanis Club which engages in many local service initiatives near their home in Annandale, New Jersey. They enjoy traveling, both locally, for the occasional weekend getaway, and to warmer climates when their schedules permit.
Mr. Collins is securities registered to work with clients who live in the following states:
CA, CT, FL, GA, IA, IL, IN, MD, MI, NC, NV, NJ, NY, OH, PA, SC, TN, VA
David N. Lambert
Founding Partner & Wealth Advisor
Mr. Lambert has built a practice specializing in serving the financial planning and wealth management needs of executives, professionals and various other individuals throughout the country. As a private wealth manager, he develops customized financial plans for his clients then walks with them as a wealth advocate through the implementation of those financial plans. His advanced expertise in client portfolio design, options analysis and risk assessment sets him apart from the typical financial advisor. Mr. Lambert offers clients valued insight into executive compensation planning including Incentive Stock Options and Employee Stock Option Plans, as well as concentrated stock diversification strategies.
Mr. Lambert has dedicated himself to becoming a true expert in the various areas of financial services. He has distinguished himself through the diligent acquisition of his Series 7, Series 8, Series 63, Series 66, and Series 24 securities registrations. He also has his Life, Accident and Health Insurance Licenses.
Mr. Lambert is a graduate of Colgate University (BA) and New York University’s Leonard Stern School of Business (MS). With over three decades of intense experience within the financial services industry, Mr. Lambert offers his clients a wealth of knowledge and dedicates himself to developing the most appropriate strategies to help solve the challenges facing each client’s financial life. Mr. Lambert spent fifteen years on Wall Street as an institutional trader and fixed income specialist focusing on risk management and portfolio design. He brings the institutional experience and wisdom, gained on Wall Street, back to Main Street in order to benefit the lives of his clients.
With a strong commitment to community, he volunteers his expertise and a great deal of his free time to numerous causes. He is a former Trustee of the Hunterdon Medical Center Foundation, where he also served as Chair of the annual Golf Classic. He has been a long time member of Saucon Valley Country Club and chairs the Saucon Sanctuary Committee as well as serving on the Golf and Green Committee. Mr. Lambert is a member of the President’s Club of Colgate University and, with his wife, Aleta, and their two daughters, Jennifer and Amanda, is an active member of Bethlehem Presbyterian Church in Pittstown, New Jersey where he serves as an Elder.
Mr. Lambert is securities registered to work with clients who live in the following states:
CA, CT, FL, GA, IL, IN, MD, MI, NC, NJ, NY, OH, PA, SC, TN, VA