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High Net Worth
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Financial Services
High Net Worth
Our Team
Attend an Event
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FAQ

1 event found.

Events for April 2, 2026

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11:00 am

Educational Seminar

April 2 @ 11:00 am - 12:30 pm

New Providence Library 377 Elkwood Ave, New Providence

An Estate plan is vital for any individual, couple or family that owns a home and has assets. Join us for a discussion around some of the general concepts of estate planning.

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150 Morristown Rd, Suite 201
Bernardsville, NJ 07924

Phone: 973.323.1700

Fax: 908.696.9633

Email: [email protected]

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Financial Services
Our Team
Attend an Event
Schedule a Meeting

Financial Services
Our Team
Attend an Event
Schedule a Meeting

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), a registered investment advisor. Wealth Shield Financial LLC and MAS are not affiliated companies.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), a registered investment advisor. Wealth Shield Financial LLC and MAS are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.