The Weston Financial Group, LLC - Financial Planners, Investment Advisors, Portfolio Managers headquartered in Bridgewater, NJ.

<body> The Weston Financial Group, LLC, Lyndhurst,NJ<p> We are a full service investment advisory firm providing portfolio management and financial planning services headquartered in Bridgewater, NJ. Comprehensive, Customized Values-Based Financial Planning. Determining what’s important about life, and what’s important about money, to our clients individually is our launching point when developing a financial plan. In Values-Based Financial Planning, we recognize that it’s our values that really motivate us, not abstract numbers or arbitrary goals. Once we’ve determined what’s really important to a client, we help the client develop specific, achievable financial goals that are in sync with his or her values, in the areas of Retirement Planning Estate Succession Investment Strategies Cash Flow and Debt Analysis Tax Management Insurance Analysis Specific needs of client such as funding education, long-term care, or special needs, Linsco/Private Ledger, A Registered Investment Advisor Investment Services, As a full-service financial firm, we offer clients access to a full spectrum of investment opportunities through Linsco/Private Ledger, including Professionally-managed stock portfolios, Professionally-managed taxable and tax-free bond portfolios, Mutual funds (including no-load funds), Exchange-traded funds (ETFs) REITs, and other alternative investments such as managed futures, oil and gas limited partnerships, and fund of hedge funds. Being independent advisors, we have no affiliation with one investment firm, and therefore can choose from hundreds of professional managers and funds, as appropriate for each client's needs and objectives. We believe that strategically managing your cash is just as important as managing your growth and income investments, so we help devise cash strategies that include Competitive money-market funds and similar cash accounts, Laddered CDs, Commercial paper, when appropriate. Managing debt is also a prudent part of your overall strategy. Through Linsco/Private Ledger, you have access to Innovative, competitive mortgage products through Innovex Mortgage Inc., an affiliate of Linsco/Private Ledger Corp. MasterCard and American Express Platinum cards with competitive rates and rewards. Financial Planning for Marital Separation and Divorce. Financial Planning, Analysis and Strategies for Separation and Divorce are offered through Weston Consulting Group, LLC. www.thewestonconsultinggroup.com. Financial Management for Musicians and Artists. Having worked over a decade as a full-time, professional musician, TWFG's principal, Sarah Hussey, intimately understands the unique financial challenges that artists and performers face. We work one-on-one with well-established artists to create lifetime plans that address these needs. We also work with larger organizations such as orchestras and other non-profit arts groups to offer financial and retirement services to their artists and employees. International and Non-Citizen Planning. If you are not a US citizen, or are contemplating living abroad, your financial and estate planning needs go far beyond the scope of many local financial service firms. It is crucial that you have financial advisors who are well-versed, experienced and capable of handling the complex issues involved. Together with appropriate professsionals, such as estate attorneys specializing in cross-border planning, we help devise financial strategies for your US funds to maximize the opportunities provided by both US and the second (or third) countries' financial structure. Socially-Responsible Investing. Many individuals and organizations want to integrate personal values and societal concerns with their investment decisions. The Weston Financial Group works with these clients to develop investment portfolios and financial strategies that both reflect these concerns and prudently help them achieve their long-term investment goals. Insurance Services. It makes no sense to devise and implement an investment and savings strategy without adequately protecting yourself and your assets from catastrophic loss. As part of a comprehensive financial review (or separately, if warranted), we analyze your complete insurance needs – life, health, disability, property/casualty, long-term care, liability – to ensure that you have appropriate coverage. When additional coverage is needed, TWFG can serve as an independent insurance broker or agent, obtaining quotes from numerous insurers and agencies to find you the most appropriate policy. <table> <a href="whatwedo.asp?SPID=64013&OrgID=1960">Who We Are</a> <a href="whatwedo.asp?SPID=64462&OrgID=1960">Sarah J. 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