Wealth by Design
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Our commitment to you:
• Coach you to clarify your vision of success
• Help you look at opportunities and problems from multiple points of view
• Challenge you to take action on what you say is important to you
• Act as your advocate in the investment and insurance marketplaces
• Develop wealth sustainability across future generations
Securities and investment advisory services offered throug
06/01/2026
The habits that shape strong leaders are rarely dramatic. It’s the daily decisions...follow through, discipline, and the way you treat people when there’s nothing to gain.
Over time, those small moments become your reputation, your leadership style, and your legacy.
As part of an upcoming transition, we want to share an update regarding our group benefits services.
As you may recall, Jo Ann Boyle has stepped back from handling group benefits in April to begin retirement, but she continues to support clients with individual and Medicare coverage.
To ensure continued service and expertise in this area, we’ve transitioned our group benefits clients to Spencer & Spencer, led by Courtney Spencer-Cuyendall.
This transition has been handled thoughtfully to provide continuity and a smooth experience for clients.
Cathy Barry will remain with us for the next few months to assist with the transition and help ensure everything is handled with the same level of care our clients have come to expect. We so appreciate her continued work to help keep a smooth transition!
We’re grateful for the many years Jo Ann and Cathy have dedicated to this work and are confident our clients will continue to be well supported moving forward.
If you have any questions about this transition, please don’t hesitate to reach out.
05/11/2026
At some point, we need to start asking a different question:
Not “What’s next?”
But “What actually matters?”
That’s where alignment begins.
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Address
61 S. Paramus Road Ste. 425
Paramus, NJ
07652
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
