Bayonne, New Jersey
Wealth that outlasts
the market cycle
A Bayonne team serving high-net-worth families and business owners across Northern New Jersey and New York City, with income and wealth strategies built to span generations.
Three decades of
relationships in Bayonne
Rich Holle began his career when proprietary products and sales quotas dominated the industry, and built this practice in 1995 around something different: what is actually best for the client. That relationship-first approach has anchored the firm ever since, guiding families and business owners across Northern New Jersey and New York City through decades of turbulent markets.
As part of WealthPlan Group, that same team now pairs its close, personal service with the integrated planning, investment and tax resources of a national firm.
“We have helped guide our clients through several volatile markets over the past three decades, reminding them to Have Faith… Keep Patient… & Stay Disciplined.”
Rich Holle · Partner & Senior Wealth Advisor
Built for complex financial lives
The clients this team knows best, served with a cohesive strategy rather than a product.
High-Net-Worth Families
Income and wealth goals that span generations, coordinated across investments, tax and estate.
Business Owners
Succession planning and the eventual transition out of the business you built.
Retirees & Pre-Retirees
Turning decades of saving into dependable retirement income you can count on.
A cohesive strategy, not a product
Investments, succession, protection, income and legacy, coordinated by one team so every piece works together.
Investment Management
Disciplined portfolios built for long-term wealth and income goals.
Learn moreBusiness Succession Planning
Preparing the transition of ownership on your terms and timeline.
Learn moreRetirement Income Planning
Distribution strategies designed to last as long as you do.
Learn moreInsurance Protection
Protecting the people and the income your plan depends on.
Learn moreEstate Planning
Transferring wealth to the next generation, and the causes you love.
Learn moreTax Planning
Forward-looking strategies to reduce what you owe over a lifetime.
Learn moreThe people behind your plan
New Jersey advisors backed by the full depth of WealthPlan Group.
Advisors
Rich Holle
Partner & Senior Wealth Advisor
Rich founded this practice in 1995 after running the investment division of First Savings Bank of New Jersey, and has served Northern New Jersey and New York City ever since. A former Marine, he treats clients like family and builds around income and wealth goals that span generations.
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Brad McClellan
Senior Wealth Advisor
Brad works alongside Rich out of the Bayonne office, advising families and business owners across the New York metro area on comprehensive planning, investments and the decisions that connect them.
View profileClient Service Team
Begin a conversation with the Bayonne team
Whether you are planning a business transition, coordinating retirement income, or thinking generations ahead, we would be glad to talk.
Schedule a ConversationWealthPlan Group Bayonne
140-A LeFante Way, South Cove Commons Bayonne, NJ 07002