R. Seelaus Wealth Management Group
The team of investment advisors who comprise the R. Seelaus Wealth Management Group offers a full-suite of investment strategies and solutions. We work with high-net-worth individuals and families, business owners, foundations and endowments, financial advisors, and corporations.
Collectively, our team of wealth managers have over a century of investment experience. We have been through every economic cycle since the late 1970’s and have been helping our clients successfully navigate their financial lives for nearly as long. Our investment ideas are guided by current monetary and fiscal policy, our extensive knowledge of specific sectors and the markets as a whole. Our culture fosters open dialogue and sharing of knowledge and expertise in order to assist our clients.
Our professional managers also have direct access to our security analysts, each of whom have between 20 and 30 years of experience in their respective areas of concentration. And, our analysts are available to our clients directly, should they desire, to gain an in-depth understanding of the financial instruments that make up their portfolio.
Our Investment Philosophy
No two individual situations are alike, and as such your personal investment plan will reflect your long-term requirements, your specific guidelines, your preferences, your cash flow requirements, and you risk tolerance.
We are the calm voice of reason when there is turbulence in the market, and we help our clients stick to well-considered plans and to recognize when plan or portfolio changes need to be made.
Finally, accessibility is a cornerstone of our business. We are sensitive to the needs of our clients and we understand the importance of our role as your trusted advisor. As such, we believe that your wealth manager should fully understand your total financial picture and be available to consult with you on any financial decision.
Our Investment Solutions
- Portfolio construction and rebalancing
- Strategic and tactical asset allocation advice
- Investment consulting & review
- Retirement planning
- Estate planning
- Insurance planning
Our longevity in the field of investment services, has also led to strong working relationships with an array of outside independent legal, tax and insurance experts. This allows us not only to deliver unbiased financial management advice but also to give our clients the comfort of knowing these outside experts have been vetted should they need to seek independent consultation.
R. Seelaus & Co. Wealth Management Advisors
With over 25 years of fixed income sales experience, Tom Crowley is a seasoned veteran in the field. He began his career as an investment advisor after earning a BA degree in Economics from Montclair State College of NJ in 1989. As a representative for R. Seelaus since 1997, Tom’s focus is helping clients achieve their investment goals in an ever changing market environment. Continue reading.
Retirement Distribution Specialist
Since graduating from Fordham University's Gabelli School of Business, Joe Felicetti has developed a specialty working with retirees and their heirs. His practice focuses on retirement distribution strategies and estate planning. His goal is to help retirees protect their retirement accounts from excessive taxation and avoid retirement distribution mistakes. Continue reading.
Head of Retail Sales
As Head of the Retail Sales Department at R. Seelaus & Co., Rob oversees the individual client investment process. In addition to the timely buying and selling of bonds, Rob ensures order accuracy, proper record keeping, and compliance with regulations. With over 25 years of experience in fixed income sales, Rob operates with a keen eye toward market volatility; his approach is rooted in an ongoing quest for value. His focus is providing, consistent, reliable, high-income producing investments.
Senior Vice President
As a primary member of the Wealth Management Group for R. Seelaus & Co., Mary’s practice is focused on total portfolio management and estate planning for her clients. Continue Reading.
Watch Mary's video series, Money Matters & More!, on subjects including tax law, retirement, and the Affordable Care Act, among others.
Executive Vice President
In 1993 Paul joined R. Seelaus & Co., where today he continues to meet the financial planning and investment management needs of high-net-worth individuals, business owners and corporations. In 2003 Paul earned his CFP™ designation and now additionally consults with clients in regards to a wide array of financial matters they are faced with and need to address. Continue reading.
George joined R. Seelaus & Company in 2009, where he specializes in customizing investment solutions for individuals and their families. Prior to joining R. Seelaus, he worked at MFS Financial Services in Boston and BlackRock Funds in New York. While always enjoying dealing with financial firms, George decided to dedicate his investment experience to individuals rather than institutions. Continue reading.
Raised in Summit, New Jersey, Gary is a graduate of Summit High School. He then went on to attend Colorado State University, earning a Bachelor of Science degree in 1973. In 1993, he joined R. Seelaus & Co., Inc. where he continues to meet the planning and investment needs of high-net-worth individuals. Continue reading.
Hugh Wallschleger is an industry veteran with over 31 years of fixed income sales experience. He joined R. Seelaus & Company in 1997 and has spent the last 20 years helping clients. As a representative for R. Seelaus, Hugh’s focus is to help clients achieve investment goals with a keen eye toward risk, investment horizon, and market fluctuations. His experience combined with his understanding of bond markets makes him a valuable asset to the firm. Continue reading.