Geoffrey Close

CAP, CIMA, CLTC, CPWA, CWS, First Vice President, Wealth Advisor, Senior Investment Management Consultant

Contact Me
Geoffrey Close

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Welcome

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Access to Private Banking >

Services Include

  • Wealth Management
  • Philanthropic Services
  • Endowments and Foundations
  • Business Succession Planning
  • 401(k) Rollovers
  • Planning for Special Needs Individuals

BM/Supervisor; Securities Agent: CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MO, NC, NJ, NY, OR, PA, RI, SC, SD, TN, TX, VA, VT, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1262200


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Associations

Associations

  • NY Chapter of IMCA, the Investment Management Consultants Association - Board Member
  • Tewksbury Land Trust - Board Member
  • NJ Chapter of AFP, the Association of Fundraising Professionals - Board Member
  • Gift Planning Council of New Jersey - Member
  • Estate Planning Council of Northern New Jersey - Member
  • Morristown Rotary Club - Member
  • Investment Management Consultants Association - Member
  • Association of Professional Investment Consultants - Member
  • Georgian Court University - Member
  • Professional Advisory Network of UVA - Member
  • NJ Symphony - Member
  • Hackettstown Regional Medical Center - Member
  • NJ Conservation Foundation - Member

Location

Location

  • 1200 Mt Kemble Avenue
  • 2nd Floor
  • Morristown, NJ 07962


    Video

    Education

    Education

    • Bachelor of Arts in Economics from the University of Virginia
    • Certified Investment Management AnalystSM (CIMA®) From The Investment Management Consultants Association (IMCA) and The Wharton School at the University of Pennsylvania
    • Certified Private Wealth Advisor® (CPWA®) from The investment Management Consultant's Association
    • Chartered Advisor in Philantropy (CAP®)from The American College, Bryn Mawr, Pennsylvania

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Geoffrey Close today.

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