Knowledge. Experience. Results.

Princeton Investment Consulting L. Marc Shegoski, David Sears, Craig M. Leiderman, Lisette Hernandez, Jameson Graham, Ryan T. Iannuzzo

Princeton Investment Consulting


phone

609-919-2331
609-919-2332



phone

609-919-2330



address

100 Overlook Center
Suite 100
Princeton, NJ 08540



We believe our disciplined approach, experience and tenure together as a team can make a real impact on the lives of our clients.

We combine institutional consulting and retirement plan services for public and private businesses, municipalities, foundations, endowments and Taft-Hartley Plans with personalized multi-generational wealth management for individuals and families. We help private investors and executive employees develop comprehensive wealth management strategies, including the integration of pension and retirement plan benefits, by leveraging our institutional consulting expertise.

Institutional Consulting Services

Retirement plan and investment consulting for corporations, municipalities, foundations and Taft-Hartley Plans.

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Family wealth management

Personalized financial planning and comprehensive wealth management.

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Marc Shegoski has been recognized as an industry leader.

  • Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
  • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
  • Financial Times Top 401 Retirement Plan Advisers, 2017
  • Financial Times Top 400 Financial Advisers, 2013, 2017
  • WealthManagement.com Top 100 Wirehouse Advisors, 2014
  • PLANADVISOR Top 100 Retirement Plan Advisors, 2016

David Sears has been recognized as an industry leader

  • Forbes America's Top Next-Generation Wealth Advisor, 2017
  • UBS Top 35 Under 35, 2017
  • National Association of Plan Advisors Young Guns Top Plan Advisors Under 40, 2015



Insights

 
 

 

 

 

 
 

 

 

 

UBS Retirement Plan Consulting Services

UBS Equity Plan Advisory Services