Five New Jersey-based financial advisors who previously managed more than $2.3 billion in client assets have launched Laurel Oak Wealth Management, an independent registered investment advisory (RIA) firm. Laurel Oak Wealth Management offers financial planning and investment management to clients across the U.S.
Laurel Oak Wealth Management was founded by industry veterans Christopher Heiser, Robert Andreacchio, Louis LaSelva, Matthew Fitzgerald, and Keith Radimer. They have a combined 135 years-plus of collective wealth management experience.
They served multigenerational families, professionals, and business owners at Ameriprise Financial. Their emphasis is on strategies in retirement planning, legacy preservation, and complex financial transitions.
“Our goal in launching Laurel Oak was to create a firm where advice is personal, communication is clear, and clients always come first,” said Heiser. “As an independent RIA, we now have the flexibility to tailor strategies without the limitations of a corporate agenda.”
Laurel Oak Wealth Management’s main office is located at 5 Greentree Center, 525 Route 73 N, Suite 200, Marlton.
