hero-image
hero-image
hero-image
hero-image

33 Wood Ave. South, Suite 600
Iselin, NJ 08830
Phone:
  • 732-479-1730
Fax:
  • 732-479-1734

5 Important Retirement Dates

Thinking about "retiring" in a few years? Discover 5 key dates you should know.

Download

Are You The Next Millionaire Next Door?

Take this short quiz to find out your Wealth Potential Score.

Take the Quiz

The Automatic Wealth Building Blueprint

Frustrated with your finances? Get the blueprint to grow wealthier every month.

Download

WELCOME TO LBT WEALTH MANAGEMENT

We provide holistic Financial Life Planning tailored specifically to your unique needs and circumstances.

We focus on your values and goals so that we can make the most appropriate financial recommendations designed to help your family overcome challenges and to take advantage of opportunities so you can successfully transition throughout life’s journey.

Our mission is to help align your financial plan with your life goals.

Our commitment is to honor our relationship by putting your interests first and focusing on increasing your sense of financial well-being and life satisfaction

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck