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Wealth Management

A solid wealth management strategy is designed to build, preserve, and transfer wealth while minimizing your exposure to risk. Our advisers offer access to personalized wealth management services to individuals, families, and businesses, and have the experience and resources to build a comprehensive strategy that is tailored to your unique circumstances and aligned with your goals.

Investment Planning

We offer many investment alternatives through LPL Financial for both short- and long-term goals.
  • Stocks and bonds
  • Mutual funds
  • Annuities and more

Estate Tax Planning Services

We offer tax-advantaged strategies to protect your assets.
  • Estate and gift planning
  • Tax planning and strategies
  • Wealth transfer

Business Succession Planning

Protect your business and generate retirement income.
  • Business restructuring
  • Transfer of ownership
  • Tax advice and strategies

Retirement Planning

Determine your retirement goals and develop a master plan.
  • Establish retirement goals
  • Analyze retirement income needs
  • Integrate existing retirement accounts

NOT FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured by Any Federal Government Agency

Not a Bank Deposit

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The investment products sold through LPL Financial are not insured Sun a Division of OceanFirst Bank N.A. deposits and are not FDIC insured. These products are not obligations of the Sun a Division of OceanFirst Bank N.A. and are not endorsed, recommended or guaranteed by Sun a Division of OceanFirst Bank N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Sun a Division of OceanFirst Bank N.A. is not a registered broker-dealer nor is it affiliated with LPL Financial


This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered:Arizona, New York, Delaware, North Carolina, Florida, Pennsylvania, Maryland, Texas, New Jersey, and West Virginia. Please note that not all of the investments and services mentioned are available in every state.

 Check the background of your financial professional on FINRA’s BrokerCheck
 LPl Financial Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.