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About Main Street Wealth Management

Main Street Wealth Management is an award-winning, boutique, independent wealth management firm. Our team of certified, experienced, and dedicated financial advisors are passionate about improving our clients’ lives. We guide individuals, families, and business owners toward intelligent and holistic financial plans and decisions that build, maintain, and preserve wealth for generations. We’re headquartered in Bedminster, New Jersey, but our connections and clientele span the globe.

Our team is made up of creative thinkers, diligent analysts, and expert financial planners. We take an integrated, research-based approach to everything we do; our clients know that we only make recommendations after carefully considering all possible avenues. As a result, the majority of our clients have worked with us for decades, from one generation to the next. Our client relationships are genuine — they continue for many years because our clients know that we care about them as people first and foremost. We’re not just financial planners — we’re life planners.

In addition to our work with clients, we are passionate about giving back to the community. We volunteer within our community, donate to multiple charities, and hold fundraising events to support local community and charitable initiatives. We are passionate about community engagement and giving, and it is our privilege to contribute to the many organizations and programs that make our community and world a better place.

Firm Snapshot

$1.044 Billion 1

Total Assets Under Management

$726 Million 2

Advisory Assets

$248 Million 2

Brokerage Assets

$70 Million 2

401(k)/Qualified Plan Assets

8

Financial Professionals

20 Years

Average Industry Experience

12

Employees

3

Locations

  1. AUM as of 12/31/2020
  2. Assets Under Management Derived from LPL, Charles, Schwab, & Fidelity
  3. Main Street Wealth Management currently serves over $1 billion in Brokerage and advisory assets