Protect your wealth and your investments.
Wealth management throughout New Jersey.
We specialize in a variety of wealth management services to safeguard your future and protect your assets.
Our experienced wealth management professionals have the tools, expertise and insight to help you secure your investments. With the right advisor by your side, you can have peace of mind that you are prepared for everything from retirement planning, to estate planning, college planning, cash flow management and more.
Series 7 & Series 63 licensed, as well as life, health, & variable insurance licensed offering comprehensive financial planning, including but not limited to:
– Retirement Planning
– Protection Planning
– Budget Analysis
– Investment Planning & Asset Allocation
– College Planning
– Estate & Legacy Planning
Based on licenses and registrations I hold, I may also conduct business in DC, CT, TX, MD, NC, SC, NY, PA, NJ. I am also licensed and registered to conduct business in CA. CA Insurance #0F15162.
Daniel O. Barnica, CRPC
Daniel is passionate about working with clients to meet their financial needs while planning for their future. By listening and asking the right questions, he has the answers you need and the advice that will help you achieve your goals.
A well-designed and well-managed 401(k) plan is a great way to attract and retain quality employees. We'll help design a 401(k) plan that gives your business a competitive edge.
Individual Life Insurance
You can't put a dollar amount on your family, but you can ensure their future is protected. We can't predict when the unexpected will happen, but we can help you prepare for it when it does.
Long-Term Disability Insurance
Serious illnesses or accidents can come out of nowhere. They can interrupt your life, and your ability to work for months – even years. We'll make sure you have financial support to manage your disability and your household.
Long-Term Care Insurance
Long-term care insurance may be your best option if you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time. We'll help prepare you for the unexpected.
Annuities can be a valuable investment, but there are risks to consider. Our experts will help you decipher the different types of annuities so you can decide whether this type of investment is right for you.
Individual Retirement Accounts
IRAs are a powerful resource in helping you reach your retirement savings goals. Our experts will show you how an IRA can help you reach your retirement goals and which IRA type may best help you save on your taxes.