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12 events found.

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  • May 2026

  • Wed 13

    Client Appreciation Wine Tasting Event

    May 13 @ 6:30 pm
    Cafe Sapori Morristown 995 Mt Kemble Ave, Morristown, NJ, United States

    An evening of fine wines, curated pairings and heartfelt appreciation for our clients.

  • June 2026

  • Tue 9

    Surviving Retirement- Dinner Seminar

    June 9 @ 6:30 pm - 7:30 pm
    Maggiano’s Little Italy Bridgewater 600 Commons Way Bldg. E, Bridgewater, NJ, United States
  • Wed 10

    Surviving Retirement- Dinner Seminar

    June 10 @ 6:30 pm - 7:30 pm
    Maggiano’s Little Italy Bridgewater 600 Commons Way Bldg. E, Bridgewater, NJ, United States
  • August 2026

  • Tue 18

    Surviving Retirement – Dinner Seminar

    August 18 @ 6:30 pm - 7:30 pm
    Tabor Road Tavern 510 Tabor Rd, Morris Plains, NJ, United States
  • Thu 20

    Surviving Retirement – Dinner Seminar

    August 20 @ 6:30 pm - 7:30 pm
    Tabor Road Tavern 510 Tabor Rd, Morris Plains, NJ, United States
  • September 2026

  • Tue 29

    Surviving Retirement – Dinner Seminar

    September 29 @ 6:30 pm - 7:30 pm
    Char Steakhouse 2377 US Highway 22, Scotch Plains, NJ, United States
  • Wed 30

    Surviving Retirement – Dinner Seminar

    September 30 @ 6:30 pm - 7:30 pm
    Char Steakhouse 2377 US Highway 22, Scotch Plains, NJ, United States
  • October 2026

  • Tue 13

    Surviving Retirement – Dinner Seminar

    October 13 @ 6:30 pm - 7:30 pm
    The Grain House 49 Morristown Road, Basking Ridge, NJ, United States
  • Thu 15

    Surviving Retirement – Dinner Seminar

    October 15 @ 6:30 pm - 7:30 pm
    The Grain House 49 Morristown Road, Basking Ridge, NJ, United States
  • November 2026

  • Tue 10

    Estate Planning Essentials Seminar

    November 10 @ 6:30 pm - 7:30 pm
    Clarence Dillion Library 2336 Lamington Rd, Bedminster, NJ, United States
  • Thu 12

    Estate Planning Essentials Seminar

    November 12 @ 6:30 pm - 7:30 pm
    Clarence Dillion Library 2336 Lamington Rd, Bedminster, NJ, United States
  • December 2026

  • Mon 7

    Surviving Retirement – Dinner Seminar

    December 7 @ 6:30 pm - 7:30 pm
    Tabor Road Tavern 510 Tabor Rd, Morris Plains, NJ, United States
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150 Morristown Rd, Suite 201
Bernardsville, NJ 07924

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Phone: 973.323.1700

Fax: 908.696.9633

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  • Financial Services

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  • Financial Services

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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.

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