Strategists

Robert H. Freireich

Co-Founder

Dedicated to providing insightful wealth management for his clients, Rob Freireich has spent more than two decades in the financial services industry. Because he has significant legal and financial experience, Rob understands the needs of successful families, high net worth individuals, professionals and corporate executives. This, in turn, helps him deliver professional, comprehensive financial planning.

"Our mission is to provide more than just investment advice," says Rob. "It's about advocating for our clients in order to address their financial issues. Offering the variety and level of services our clients require is the key to our long-term relationships."

In addition to being a Series 6, 7, 31 and 63 Registered Representative and a Series 24 Registered General Securities Principal, Rob is a licensed agent for life, health, disability and long-term care insurance.

Rob earned his Bachelor’s degree in economics from Emory University and Juris Doctor from Pace University School of Law.

Douglas A. Lipman

Co-Founder

In addition to having more than 20 years experience providing financial and estate strategies for individuals and business clients, Doug Lipman is especially familiar with the needs of private business owners and their families. He has an extensive background with family-run businesses, in particular.

"Every client has unique financial circumstances and concerns, and their own perspective on what they want to achieve," says Doug. "The ongoing process of creating specific and flexible client strategies, while continually modifying these plans as circumstances evolve, builds familiarity and trust — the essential pillars of our relationships."

Doug is a Series 6, 7 and 63 Registered Representative, as well as a licensed agent for life, health, disability and long-term care insurance.

He earned his Bachelor’s degree in economics from Rutgers University.

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