AEPG® Wealth Strategies is a nationally recognized leader in wealth management. For over thirty years, AEPG® has provided highly personalized, objective, independent, expert investment management, financial planning and wealth management services to individuals and families, physicians, business owners, and corporate clients.
Our Mission: To educate, guide and protect our clients through life events by providing consistently good advice in a constantly changing world.
Our Standard: We are fiduciaries who work only for the best interests of our clients.
Our People: A team of highly skilled, talented and motivated professionals. We make AEPG® a great place to work by treating all of our people as valued partners, in the spirit of collaboration, engagement, and inclusion.
Our Culture: Being a caring employer is one of our most important values. Our firm culture centers around teamwork, professionalism, client service excellence, continuous learning, and open communication to ensure a dynamic, yet collegial workplace.
Our Impact: We have a reputation for excellence. That means our team of highly skilled, talented, and motivated financial professionals serve our clients with the highest level of personalized service and independent, practical advice.
Our Difference: Broader and Deeper Services
AEPG® Wealth Strategies has been recognized as one of the nation’s leading independent RIAs by Financial Advisor Magazine, and ranked as #11 in NJBiz Magazine’s “ Top 100 Places to Work”. – less