A team of five New Jersey–based financial advisers who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new independent registered investment advisory firm. The firm delivers personalized financial planning and investment management to clients across the United States.
Founded by industry veterans Christopher Heiser, Robert Andreacchio, Louis LaSelva, Matthew Fitzgerald and Keith Radimer, Laurel Oak combines more than 135 years of collective wealth management experience.
Previously with Ameriprise Financial, the team has found success serving multigenerational families, professionals and business owners. They offer customized strategies in retirement planning, legacy preservation and complex financial transitions. Going independent has also meant adopting a modern tech stack, helping to streamline onboarding, reporting and communication.
