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WEALTH MANAGEMENT AREAS

TAX MANAGED STRATEGIES

DISTRIBUTION MANAGEMENT

DYNAMIC INVESTMENT STRATEGIES

CONSOLIDATION

ACCESS TO TOP PORTFOLIO MANAGERS

OBJECTIVE DRIVEN STRATEGIES

ACTIVE REBALANCING

ANNUAL REVIEWS

Our Wealth Management is for individuals, families, and businesses who desire investment advice and selection that is appropriate for their time horizon, risk tolerance, and objectives.

Our financial services team works closely with our Wealth Management clientele on a regular basis to provide advice, manage distributions, create strategies to help progress toward outcomes, and much more.  
Our investment management process focuses on the qualitative aspects of your plan- your needs, objectives, and desires. Through risk management, behavioral coaching, and habit creation, we work with you to help achieve them. 

MANAGEMENT PROCESS

Establish Objectives

What are you investing for- your retirement, education, a home, legacy, tax efficient investing? Let's define your investment objectives.

Determine Time Horizon

What is the timeframe for the objectives? This will help to create your investment strategy. 

Create Investment Strategy

Based on your risk assessment, objectives, and time horizon we can begin to create a strategy specifically customized to you.

Risk Assessment

Determine an appropriate level of risk for your investment depending on what your specific tolerance is. 

Annual Review & Regular Monitoring

Life changes and so do your needs. Are there adjustments to your portfolio that need to be made to adapt to changes in your life? We will schedule an annual investment review, at a minimum, to review your portfolio and discuss what is happening in your life. 

Lighting the Way to a Brighter Financial Future

513 Georges Road

North Brunswick, NJ 08902

(732) 846-2992

garback.agency@prudential.com

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Disclaimer

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Douglas Garback and Danielle Veloso are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member of FINRA/SIPC, and an affiliate of LPL Financial. 

Financial professionals are licensed agents of Prudential. These financial professionals are permitted to brand under "Prudential." LPLE and LPL Financial are not affiliated with Prudential or The Garback Agency.

The Garback Agency conducts business in the following states:
Life Insurance: AZ, CA, CO, CT, DC, FL, GA, IN, MA, MD, NC, NJ, NY, PA, RI, SC, TN, TX, VA

CA Insurance License #0G38596
Property & Casualty: AZ, CT, DE, FL, MA, MD, NC, NJ, NY, PA, RI, SC, VA
Annuities: AZ, CA, CO, CT, DC,
FL, GA, IN, MA, MD, NC, NJ, NY, PA, RI, SC, TN, TX, VA

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