Most professionals in the financial services industry operate and run their individual practices in a silo fashion. If those individuals are part of a firm, they may have resources which they can tap into. However, that typically happens on a one-off basis and is not truly collaborative in nature.
From its founding, Artisan Wealth Management, LLC has been established as an ensemble firm. This means that every client benefits from the collective expertise of each of its professional team members. This also means that continuity of service is maintained regardless of the availability of any one team member at any one time. The founding partners made a conscious decision to structure the firm this way. They felt that this was the ideal design in light of the fiduciary approach they wished to take with each client relationship.
Collaboration results in leveraged expertise. With more than five decades of cumulative experience in the financial services industry, the professionals at Artisan Wealth Management, LLC look forward to being your trusted guide in the journey toward financial success.
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. With the new addition to their family, their son Ryan, 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, TX, 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
Jeffrey Falvo, CPA Wealth Advisor
Mr. Falvo’s practice draws on more than three decades of experience in finance and business strategy and is founded on the principle of integrity and a passion for placing clients’ interests above his own. Mr. Falvo graduated from Bucknell University with a BSBA in Accounting and earned his MBA in Finance and International Business from New York University’s Leonard Stern School of Business.
A Certified Public Accountant and a member of the American Institute of certified Public Accountants (AICPA), Mr. Falvo began his career with PricewaterhouseCoopers in New York. He became an integral member of the Audit Group serving clients primarily in the consumer products and banking industries. While much of his time was spent preparing and reviewing critical financial statements for clients, he also assisted in the preparation and review of annual reports along with federal and state income tax returns.
With a broadened appreciation for financial matters after pursuing his MBA, he spent the next twenty-two years in various key roles, first at Phillip Morris and then at Bristol Myers-Squibb. His unique perspective, financial acumen, attention to detail, and ability to see the big picture led him quickly to be recognized as a trusted advisor in the areas of business analysis and strategy, corporate accounting, marketing and sales.
Through first hand interaction with senior executives and colleagues within these multinational corporations, and the outside partners supporting them, Mr. Falvo learned that his true passion is working with individuals. As relationships developed in his role as a trusted advisor to these groups, he realized that all too often business professionals take a piecemeal approach to financial matters and are in need of an integrated financial strategy within their personal financial lives.
Seeing this need for trusted guidance, Mr. Falvo combined his passions for finance and helping others to transition his career and dedicate himself to becoming a Wealth Advisor at Artisan Wealth Management, LLC. With expertise in various financial planning techniques and a belief that the separate facets of one’s financial life benefit from an integrated plan, Mr. Falvo is dedicated to helping his clients make informed strategic decisions dealing with their wealth.
Outside of his time in the office and helping clients, Mr. Falvo is actively involved in coaching and supporting youth sports in Basking Ridge, New Jersey. He enjoys traveling and outdoor activities with his wife, Lesley, and their three children, Eric, Grant and Lauren.
Mr. Falvo is securities registered to work with clients who live in the following states:
Lawrence Wefferling, CPA Wealth Advisor
Mr. Wefferling's practice has been focused on helping individuals, families and businesses work toward the financial futures they desire by incorporating expertise in tax planning within the portfolio of wealth management services that he offers to clients. Along with being a Wealth Advisor at Artisan Wealth Management, LLC, he is a Partner at Wefferling & Company, CPAs in Caldwell, New Jersey.
Being a CPA has afforded Mr. Wefferling a unique perspective into the financial lives of his clients. Combine that with his Series 7 and Series 66 securities registrations, and his clients enjoy a multi-discipline approach to meeting their wealth management needs. Mr. Wefferling is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). Mr. Wefferling is a Cum Laude graduate of Nichols College with a B.S. in Business Administration.
Community service plays a large role in Mr. Wefferling's life. He is a life member of the North Caldwell Fire Department, Member of the West Essex Technical Rescue Team, and member of the Rotary Club of the Caldwells. Mr. Wefferling enjoys various indoor and outdoor activities with his wife, Debbie, and their two daughters, Julia and Meghan.
Mr. Wefferling is securities registered to work with clients who live in the following states:
FL, GA, NJ, NY, SC