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New Jersey Wealth PartnersA financial partnerwho stays for the long run

New Jersey Wealth Partners is a financial planning practice in Holmdel, New Jersey, helping individuals, families, and business owners plan with clarity. We help clients organize their finances, plan for retirement, preserve what they have built, and pass it on when the time comes, with one team beside them through all of it.

100+

Advisors Strong

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How We Help
You Plan

Planning touches every part of a person's financial life, so the firm keeps all five core areas under one roof.

  • Investments and Wealth Management

    Portfolios built around each client's goals and comfort with risk.

  • Retirement Services

    An income plan that lasts through retirement.

  • Insurance and Risk Management

    Protection for a client's income and the people who depend on it.

  • Personal Financial Planning

    A plan connecting today's cash flow to tomorrow's goals.

  • Business Planning

    Guidance for owners planning the future of what they have built.

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Built on something real.

Numbers don't tell the whole story, but they're a good place to start.

2000

Year Founded

100+

Advisors Strong

1:1

Partnership

$3 Billion+

Assets under care

Our leadership team.

The team leading New Jersey Wealth Partners stays close to those it serves, accessible, engaged, and focused on helping you move toward your goals. Their backgrounds span financial planning, investment management, and the full range of a client’s financial life, and they bring that depth to the guidance you receive at every stage.

Rob Nigro, CFP®

Rob Nigro, CFP®

Managing Director

Rob Nigro has spent 24 years in financial services, and the through-line across all of it has been the same: helping people move forward with clarity and confidence. He came up as a financial advisor and manager with MetLife before...
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Madelaine

Madelaine "Maddie" Brooks

Regional Director

Maddie Brooks has been working in financial services for more than 45 years, and the core of her work has always been the same: getting financial strategies and education into the hands of people who haven't traditionally had access to...
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Joe Pilone

Joe Pilone

Regional Director

Joe Pilone has been in financial services for 14 years, and his path into the industry was shaped by watching family members work in it. That outside perspective, before he ever joined himself, gave him a clear sense of the value that...
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Kristian Lydon

Kristian Lydon, CFP®

Regional Director

Kristian Lydon came to financial planning through a personal lens. Growing up, his family never had anyone to guide them through the financial decisions that shape a life. His grandparents ran an HVAC business, worked hard for decades,...
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Heather Halas, LAH, SIE, Series 6

Heather Halas, LAH, SIE, Series 6

Business Development Manager

Heather Halas has spent 17 years building a career around conversations that matter. She came into financial services by chance and stayed because of the relationships. Her background includes talent acquisition and sales support at...
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Megan Thomas

Megan Thomas

Senior Business Support Specialist

Megan Thomas brings five years of financial services and insurance industry experience to her role at New Jersey Wealth Partners, where she supports the marketing, recruiting, and operational efforts that keep the firm moving. Her...

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Kerri Shave

Kerri Shave

Sales Support Administrator

Meet The Leadership Team

contact usLet's talk about
what your next step is.

If working with us is the right next step, we welcome a conversation. Reach out to connect with the New Jersey Wealth Partners team to discuss a partnership for your financial future.

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