ABOUT US

Welcome to Forever Wealth LLC

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Our Firm

Forever Wealth LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

Our Commitment

We are experienced professionals with a "hands on" approach to financial guidance. Not only do clients find us knowledgeable, but they also discover that we truly care about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

Our Principle

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 908.451.0227.

Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 908.228.5100.

Our Fiduciary Oath


We believe in placing our clients’ best interests first.

Therefore, we commit to the following five fiduciary principles: 

We believe in placing our clients’ best interests first. Therefore, we commit to the following five fiduciary principles:


We will always put our clients’ best interests first.

We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.

We will not mislead clients, and will provide conspicuous, full and fair disclosure of all important facts.

We will avoid conflicts of interest.

We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.


We will always put our clients’ best interests first.

We will act with prudence; that is, with the skill, care, diligence, and good judgement of a professional.

We will not mislead clients, and will provide conspicuous, full and and fair disclosure of all important facts.

We will avoid conflicts of interest.

We will fully disclose and fairly manage, in our clients’ favor, any unavoidable conflicts.