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We help Physicians build wealth from residency through retirement.

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Physicians:
a free, content-packed ebook will reveal 5 action steps you can take today that will help you;

Save Taxes
Build Wealth &
Protect Your Assets

Hint- You weren’t taught these action steps in Med School.

8 TIMELESS PRINCIPLES OF INVESTING

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice. 

Our Services

We are Argosy Wealth Management, an independent financial firm in Westfield, NJ. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and Professionals.

INVESTMENT

INVESTMENT

Create an investment strategy that's right for you.

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RETIREMENT

RETIREMENT

Steps to consider, to pursue the retirement you want.

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ESTATE

ESTATE

Manage your affairs during your lifetime and beyond.

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FAMILY

FAMILY

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

Over the past 14 years, we have helped hundreds of individuals and families just like you reach their financial summit.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Introducing the 530A Accounts

Introducing the 530A Accounts

An article explaining 530A Accounts.
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Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.
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Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.
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mEET oUR tEAM

Barbara Hawkesworth

Barbara Hawkesworth

Chief Legal Officer - Summit Financial

David Porro

David Porro, CLU, ChFC®

Director of Insurance - Summit Financial

Eric Mangold

Eric Mangold, CWS Founder, Financial Professional

emangold@sfr1.com

James Rabasca

James Rabasca

Senior Tax Specialist - Summit Financial

Noreen Brown

Noreen Brown, MBA, CFA®

Co-Chief Investment Officer

Sarah Rich

Sarah Rich

Chief Administrative Officer - Summit Financial

Steve Pfundstein

Steve Pfundstein

Chief Technology Officer - Summit Financial

Steve Melnick

Steve Melnick

Associate Director of Investment Management - Summit Financial

Tara Pizzutillo

Tara Pizzutillo

Director of Investment Operations - Summit Financial

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