The journey of a lifetime

Antares Wealth Management Partners Jeffrey Cagan, Mark Sudol, Margarita Gutman

Antares Wealth Management Partners


phone

844-454-2255



phone

888-497-3101





address

61 South Paramus Road
4th Floor
Paramus, NJ 7652



For some of life's questions, you're not alone.
Together we can find an answer.

As experienced financial professionals, our team has collectively navigated just about every important stage of life you may face. We have seen our clients buy hundreds of dream homes. We've been by their sides as they nervously sent kids off to college. Listened and advised as they faced decisions and celebrated untold milestones. We've helped clients when they start, grow and sell businesses. And we've been there as they planned and launched their retirement.

From joyful beginnings to satisfying conclusions, we understand your personal journey and we are here to provide you with smart, compassionate advice every step of the way.


Plan - The confidence to pursue all your life's goals

For years, our dedicated team has walked down the road of life with our clients, helping to navigate all the twists and turns along the way. Whether planning for future milestones, managing life's transitions or weathering turbulent markets, we keep your best interests at heart as we deliver the candid advice and compassionate guidance to keep you on track.

  • Create a road map for the financial future you envision. This is the first step in our ongoing conversation to understand your needs and develop a clear, actionable plan.
  • Protect what is important, whether we are referring to your life (insurance solutions), portfolio (hedging and reducing market risk), or estate (planning and trust services). Our team works closely with estate attorneys and accountants to protect your life and family.

Grow - Investment perspective to make wise financial decisions

Market opportunities abound. Thoughtful advice and close collaboration can help you capture the right opportunities. We'll provide the insight for evaluating the choices and develop a disciplined growth strategy for maintaining focus in any market environment.

  • Build on our global investment knowledge through traditional and non-traditional wealth platforms. Whether through an asset allocation program, Structured Notes, Private Banking solutions or individual share holdings, our team can guide you through your complicated investment decisions.
  • Borrow with multiple lending programs including securities backed, margin, tailored lending, residential mortgage and standby letters of credit. Let us help you both invest for your future as well as to finance it.
  • Save for your future, whether for education through a 529 Plan or retirement with an IRA, Roth or corporate 401(k) plan. We have deep expertise in creating qualified programs to meet your goals*

Thrive - Preserve what matters most

With our extensive background in the financial markets, asset management and wealth planning strategies, our team is passionate about helping you understand the value and opportunities of your wealth in all its diverse complexities. We offer guidance in making wise philanthropic decisions and developing an actionable plan for passing on your legacy.

  • Give to the people and causes that mean the most to you. Your legacy is important and personal. Whether you are providing for your immediate family or the greater society, we are here to assist you with your lasting impact through trusts, testamentary planning or private foundations and philanthropic giving.
  • Enjoy what life has to offer. What is the purpose of building wealth if not to set aside some of it for you and your loved ones to enjoy? We specialize in allocating funds for specific goals, whether for a luxurious vacation, a dream holiday home or a major purchase.
  • Access our diverse banking services, which offer checking, direct deposit, wire transfer and credit/debit services with 24/7 customer service.



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