Round Table Wealth Management Named One of the Best Places to Work in New Jersey

Leading business Journal, NJBIZ, celebrates companies that benefit the state's economy, workforce and business realm

WESTFIELD, N.J., July 28, 2022 /PRNewswire/ -- Round Table Wealth Management (RTWM), an SEC Registered Investment Advisory firm, has been named by NJBIZ, New Jersey's leading business journal as a Best Places to Work in New Jersey 2022. The NJBIZ Best Places to Work in New Jersey awards program recognizes and celebrates top places of employment that benefit the state's economy, workforce and business. Scores were heavily based on a comprehensive confidential survey from employees evaluating their workplace experience and providing feedback on why their company is an ideal workplace. 

"I could not be prouder of our team and the recognition of being named one of the best places to work in New Jersey," said Steven Giacona, Founder and CEO of Round Table Wealth Management. "It is a testament to each and every employee who contributes to a collegial culture where every person feels valued and appreciated. We stand behind our guiding principles of a collaborative partnership and recognize each associate's contribution to our success."

Round Table Wealth Management made the NJBIZ list of Best Places to Work, in part, based on information provided on company policies and employee benefits. Subsequently, awards are recognized and categorized by company size across small (15 – 49 employees), medium (50 – 249 employees) and large (more than 250 employees).

The ranked list of winners will be honored at an awards ceremony being held on September 29, 2022, in Freehold, New Jersey. 

To see the full list of the companies honored in all categories click here.

Round Table Wealth Management (RTWM), an independent financial advisory firm established in 1999, is managed by four partners with over 100 years of industry experience. The 24-member firm brings a dedicated team of highly-credentialed wealth advisors, financial planners, and investment management professionals to support clients throughout all the ages and stages of life.

Global in their investing and personalized in their service, the firm provides objective strategies designed to meet the far-reaching goals of each client in a personal and comprehensive manner. Those clients are comprised of high-net-worth individuals, families (national and global), business owners, professionals, and women investors seeking thoughtful financial advice and guidance to grow and preserve their wealth. Assisting cross-border clients and expats with multi-national interests and a high degree of tax complexity is a key area of focus. In addition, the firm specializes in working with families and individuals who have multi-generational wealth concerns.

With approximately $1.6B in assets under management (AUM) for its clients, RTWM offers personalized advisory services supported by institutional knowledge, deep experience, and skilled expertise. Their fiduciary approach involves a suite of holistic planning services including investment, philanthropy, retirement, insurance, cash flow and tax and estate counsel.

Learn more at www.RoundTableWealth.com.

Media Contact:

Grace Vogelzang
Impact Communications, Inc.
913-649-5009
[email protected]

SOURCE Round Table Wealth Management