R4® Risk & Wealth Solutions®

R4® Risk & Wealth Solutions®

Exclusively for business owners, sophisticated investors and ultra-affluent families, 
R  provides estate, business, and retirement advisory services.


R combines the unique abilities of more than forty (40) team members
to provide sub-specialty expertise in:



•    Multi-Generational Wealth Protection    •
•    Retirement Distribution Strategies    •

•     Business Succession Planning    •
•  Key Employee Retention Plans  •
•    Group Employee Benefits   •
•       Investable Assets     •



Our business is RISK MITIGATION. We guide business owners, sophisticated investors, and/or ultra-affluent family members to identify and then help alleviate the unnecessary risks that could otherwise harm their families and/or businesses.




The firm’s three (3) core operating divisions offer the perfect combination of sub-specialty expertise and “one stop” shopping.  The Insurance Services, Investable Assets, and Group Employee Benefits divisions operate either independently or interdependently based on our client’s objectives and provide them with customized Risk & Wealth Solutions®.

R4® has an organizational structure, deep bench, and non-traditional systems that are unmatched in the region.  Our focus and size deliver an exceptional service platform that is specifically designed for business owners, sophisticated investors and ultra-affluent families.  At all times, at least three (3) team members maintain an intimate working knowledge of our clients’ financial objectives and funding resources.  As such, our clients experience the benefits of diversity, stability, and continuity.

We are thrilled to announce that over the past ten years, 92% of our new clients were recommended to us by their CPA, tax attorney, or one of our existing clients.  Almost exclusively, our new clients have been business owners, sophisticated investors, and/or ultra-affluent families  who have utilized our skills and resources to identify and help eliminate the financial hazards that would have otherwise harmed their families and/or businesses.

R4® has a team of experienced financial professionals that always work in concert with our clients’ legal and accounting advisors.  This approach increases the probability that all important opportunities, options, and implications are thoroughly evaluated and integrated into the client’s Financial and Estate Blueprint (“Blueprint”).


302 Harper Drive, Suite 103
Moorestown, NJ 08057

Tel: 856-866-0028
Fax: 856-234-4975

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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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