Accumulation
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Life & Health
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Investment
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Estate
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Risk
Tax
Transition
Life & Health
Investment
Estate
Risk
Tax
Distribution
Life & Health
Investment
Estate
Risk
Tax
Legacy
Life & Health
Investment
Tax
Estate
Risk
WHAT WE DO
We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.
Competence
Financial Planning Holistic Asset Integration Investment Selection & Monitoring Asset Allocation & Rebalancing Risk Management Generating Income Strategies Tax/Estate Considerations Specialized Expertise
Competence
Coaching
Coaching
Education Saving and Spending Adherence to Plan and Goals Set Realistic Expectations Emotions, Biases and Stress Objective Feedback Trusted Second Opinion Life/Business Transition
Convenience
Time Savings Create Personalized Service Coordinate Trusted Professionals Integrated and Holistic View Vendor Selection and Monitoring Secure Technology
Convenience
Continuity
Continuity
Spouse Involvement Joint Objectives Children Engagement Family Values Multigenerational Planning Legacy Philanthropy
OUR PROCESS
Together, we can design, build, and protect a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns, and hopes.
Design
Understand and clarify your life and financial goals — then create a tailored financial plan designed to help make your goals possible.
See MoreBuild
Use academic research and financial science to build an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
See More
Protect
Provide discipline, perspective, and guidance to help you stay focused on the long term and on track toward achieving what is most important to you.
See MoreOUR TEAM
Neel Shah
Legal Expert | Tax Reduction | Financial Advisor | Life Planner
My Goal is to help you to reach your goals. Live the life you want to live today, while confidently building the future you seek for yourself and all that matters to you.
Shah & Associates P.C. | Beacon Wealth Solutions LLC
Pinky Shah
Mortgage Strategist | Homebuyers Advocate | Lending Affiliate Positivy
My life's purpose is to be a shining light who does magical things to massively inspire greatness within myself and others. With this as a driving force, our clients build a long-term relationship with us as we help them finance their home that goes well beyond just a mortgage transaction to make a positive, lasting impact in their life!
Fairway Mortgage Corporation
Valerie Zaffuto
Client Experience Manager | Operations Manager at Beacon Wealth Solutions LLC
I make sure things get done. My goal is for your financial life to get and stay on track so that you can get back to doing what matters most to you.
Beacon Wealth Solutions LLC | Shah & Associates P.C.
Elizabeth Gallagher
Legacy Plan Fullfilment | Lead Paralegal
I ensure that comprehensive Legacy and Wealth Preservation Plans are created to protect all that you have built during your lifetime, so that you have the peace of mind you deserve.
Shah & Associates P.C.
Hetal Sabuwala
Client Experience Manager | Asset Alignment Specialist | Operations at Shah & Associates P.C.
I am with you from the moment you first reach out to us for help, to the time you start your process, through the entire time of our service. I ensure that we started in a way that leaves you confident and thrilled.
Shah & Associates P.C.
Leena Lauger
Attorney
My law practice is focused on helping individuals and families preserve their resources for current & future generations by safeguarding them from the astronomical and often unexpected costs of long term care in New Jersey.
Shah & Associates P.C.
Danielle Zaczek
Client Care | Administrative Assistant
When you need a voice, I answer the call. I ensure you that your needs are put in front of the right team member.
Shah & Associates P.C.
Ray Rasco
Idea Implementor | Executive Assistant
I work with the executive team to ensure that great ideas and strategies turn into great service and experiences for the families and the communities we serve.
Shah & Associates P.C.
Michael Vitale
Insurance Representative
My goal is to make sure you are properly covered at the fairest price possible.
Shah Total Planning LLC
John Stephenson
Legal Counsel
I deliver results-oriented legal solutions.
Shah & Associates P.C. | Shah Total Planning LLC
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