Cardinal Wealth Group

Maxwell Forsman Investment Services, located in Sewell, NJ, is dedicated to guiding clients through their financial planning journey by fostering deep, meaningful relationships that can span generations. Their team of financial advisors offers a comprehensive range of services, including investment planning, retirement planning, insurance, and estate planning, tailored to meet the unique goals of each client. Committed to serving the residents of Washington Township and the surrounding tri-state area, the firm places a strong emphasis on understanding clients' current financial situations and aspirations. With a focus on proactive planning, they help individuals and businesses navigate the complex landscape of finance, ensuring a path toward long-term financial freedom. Generated from the website

Oceanic Capital Management Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Monmouth County, New Jersey. OCM specializes in portfolio management, specifically customized asset allocation strategies. Our primary focus is developing a targeted asset allocation, appropriate for each client, relative to their risk profile, and individual goals. We then periodically rebalance the assets, to keep things in the targeted range. OCM is governed by a strong commitment to diversification, a long-term approach to investing, and the use of alternative assets to help balance both our risk and return profiles.