SKZ Wealth Management

SKZ Wealth Management Powered by the largest Independent Broker Dealer, LPL Financial, as reported by Financial Planning magazine, June 1996-2021, based on total revenue.

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment advice offered through Private Portfolio Partners, LLC, a registered investment advisor. Private Portfolio Partners and SKZ Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial

as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/13/2026

A pooled income fund is a trust with both charitable and noncharitable beneficiaries. It is established and run by the charity, not by you. The pooled income fund operates much like a mutual fund. The charity "pools" the contributions of many people, invests the money, and then distributes to you (o...

07/12/2026

A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property, and the noncharitable beneficiary receives the remainder (or second-in-line) interest. The operati...

07/11/2026

Are you familiar with the many approaches to socially responsible investing?

07/10/2026

The "401(k) plan," the popular name for a qualified cash or deferred arrangement (CODA) permitted under Section 401(k) of the Internal Revenue Code (IRC), has become one of the most popular types of employer-sponsored retirement plans.

07/09/2026

A new tax-advantaged investment account designed to help children prepare for the future is available.

07/08/2026

A home equity loan is a loan that is secured by your home.

07/07/2026

Debt consolidation can lead to an improvement in your credit rating by making your debt easier to manage.

07/06/2026

Down payment requirements vary by mortgage type. Here are a few options.

07/05/2026

This week on LPL Market Signals, LPL Research and LPL Government Relations team up to discuss the setup for midterm elections and how the outcome might affect markets.

07/04/2026

A money purchase pension plan is a type of qualified defined contribution plan in which you, the employer, make annual required contributions to the accounts of participating employees. The amount of your employer contributions is generally determined based on a preset formula that cannot be changed...

Address

293 Eisenhower Parkway, Ste 360
Livingston, NJ
07039

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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