Morristown, NJ & New York City
Planning for the
life you retire into
A Morristown and New York team of former Fidelity advisors, now independent, guiding retirees and business owners through the decisions that turn a career’s work into lasting security.
Big-firm experience,
independent advice
This team was built by advisors who spent the bulk of their careers at Fidelity Investments, managing practices measured in billions. They went independent for one reason: to serve clients without the constraints of a large corporate structure, and to put each client’s priorities at the center of the plan.
From offices in Morristown and New York City, they work with retirees, pre-retirees and business owners across the tri-state area, backed by the integrated planning, investment and tax resources of WealthPlan Group.
When the decisions get bigger
Retirement and the sale of a business are decisions you make once. This team spends its time with the people facing them.
Retirees & Pre-Retirees
Turning a career’s savings into dependable income, with a clear answer to “am I ready?”
Business Owners
Succession, liquidity and the transition out, so the business funds the life that follows.
Families & Organizations
Multi-generational planning and advice for the institutions this team supports.
A plan for every phase
Accumulation, preservation, distribution, coordinated by one team so no decision is made in isolation.
Retirement Income Planning
Distribution strategies built to last as long as you do.
Learn moreWealth Management
Coordinated oversight of your complete financial picture.
Learn moreInvestment Management
Disciplined, objective portfolios matched to your income needs.
Learn moreBusiness & Succession Planning
Preparing the exit from the business on your terms and timeline.
Learn moreTax Planning
Withdrawal sequencing and strategies to reduce lifetime taxes.
Learn moreEstate Planning
Passing on what you have built, to family and the causes you love.
Learn moreThe people behind your plan
Tri-state advisors backed by the full depth of WealthPlan Group.
Robert Taylor
CFP®
Managing Partner
A CERTIFIED FINANCIAL PLANNER™ professional and industry leader for nearly 30 years, Robert spent the bulk of his career at Fidelity Investments, ultimately as a Senior Branch Manager responsible for territories of 50+ employees and over $12 billion in assets. He established the New York City and Morristown offices and manages the wealth planners who work with him.
Robert Keating
Senior Wealth Advisor
Robert has served clients as an investment professional for 23 years, including 15 at Fidelity Investments overseeing a practice of nearly $2 billion. He works consultatively, keeping each client’s priorities at the center of the plan, and moved to the independent channel to serve them without the constraints of a large corporate structure.
Michael Presti
CFP®
Senior Wealth Advisor
A CERTIFIED FINANCIAL PLANNER™ professional with 15 years at Fidelity Investments overseeing a practice of over $1 billion, Michael partners closely with clients to make sense of financial concepts, and values regular communication as a commitment to their success.
Morristown Office
89 Headquarters Plaza North, Suite 1443, Morristown, NJ 07960
New York City
575 Lexington Ave, New York, NY 10022
Appointment OnlyBegin a conversation with the Morristown team
Whether you are a year from retiring, already drawing income, or planning your exit from the business, we would be glad to talk.
Schedule a ConversationWealthPlan Group Morristown
89 Headquarters Plaza North, Suite 1443 Morristown, NJ 07960