Financial Planning and Wealth Management

Exceeding client expectations for over 40 years.

Our knowledge as CPAs working with our independent registered representatives, allows us to provide you with critical tax-optimized investment strategies. Most other brokers and investment advisors are precluded from providing tax advice, even to their most important clients. Our ability to offer an all-encompassing approach to wealth management provides holistic strategies that encompass:

• Income tax planning

• Investment management and asset protection

• Retirement planning and retirement plan design

• Long term care and income protection

• Debt control

• Education planning

• Estate and trust asset management

• Special situations

For additional information, please contact one of our independent registered representatives on 973-328-1825 or send an email to nfs@nisivoccia.com.

Michael Stieglitz, MBA, CFP®, mstieglitz@nisivoccia.com
Damien J. Paumi, CFP®, CRPC, dpaumi@nisivoccia.com
Melissa Babyak Norwicke, Registered Representative, mnorwicke@nisivoccia.com

Securities offered through 1st Global Capital Corp, Member FINRA/SIPC
Investment Advisory services offered through 1st Global Advisors, Inc.
Insurance services offered through 1st Global Insurance Services, Inc.

We currently have individuals licensed to offer securities in the states of Alaska, California, Colorado, Connecticut, Delaware, Florida, Illinois, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Vermont, Virginia, Washington. This is not an offer to sell securities in any other state or jurisdiction.

Services

Management Advisory Services

Tax, Trust and Estate

Financial Planning and Wealth Management

Technology

Religious Organizations

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