Our New Jersey Wealth Management Team
Our first priority as an NJ wealth management firm of independent financial advisors is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. We aim to provide our clients with the best wealth management in New Jersey.
Doug is an Investment Advisor Representative (IAR) with Calton & Associates, Inc. Since 1982, he has provided sound financial advice to his clients, who include successful professionals, business owners, and retirees. He has served as a Registered Principal since 1986, and holds FINRA Series 6, 7, 22, 24, and 63 securities licenses. He also maintains an Insurance Producer license with authorities of Life Insurance and Variable Annuities through the State of New Jersey Department of Banking and Insurance.
Joseph James Russo, Jr.
Joseph is a Registered Principal with Calton & Associates, Inc. and is extremely active and takes great pride in working with the firm’s clients and financial advisors. He is instrumental in building and managing relationships with the numerous strategic partners, centers of influence, and network groups that are affiliated with the firm.
Joseph is actively involved with a significant number of charities, service organizations, foundations and institutions of higher learning throughout the nation.
Ed is a Registered Principal with Calton & Associates, Inc. and holds Series 6, 7, 22, 24, 52, 53, and 63 securities licenses. He is also licensed to provide life, health and variable annuity insurance in the states of New Jersey, New York, Nevada, Illinois, California, and Arizona. With more than three decades of financial services industry experience, Ed specializes in college funding, retirement and financial planning. He holds a B.S. degree from St. John’s University where he was a three-time fencing All-American honoree.
Stuart R. Miller (1936–2013)
Stuart served tirelessly as the President of RMR Wealth for 26 years. He was an exceptional leader, mentor and friend to the members of our team. Stuart was the patriarch of the RMR family and was respected for his exceptional talent and skill, as well as for his kind and compassionate demeanor.
Stuart maintained long-term relationships with his clients to help them achieve their objectives. During his illustrious career, he worked with fiduciaries of endowments, not-for-profit organizations, and private trusts to establish clear and concise goals for investment and spending policies. Once goals were established, he constructed an Investment Policy Statement together with the Fiduciary to optimize the investment mix to enable the organization to achieve its goals. Stuart’s diligent ongoing monitoring of the Investment Policy Statement and evaluation of Money Managers was crucial to the success of his efficient Money Management process.
Stuart was a member of the Financial Planning Association (FPA), a charter member of the National Association of Renaissance Advisors as well as a Renaissance Inc. Advisor. He held a Masters Degree from New York University and a Bachelors degree from Clark University.