Financial Life Focus

Lubert-Adler is a real estate private equity firm that specializes in redevelopments through joint ventures with local operating partners. Since its inception in 1997, Lubert-Adler has invested in more than $15 billion of real estate assets. The firm invests in multifamily homes, residential resorts, market apartments, condominiums, and retail, industrial and office facilities. It also engages in selective ground-up developments and redevelopment through public and private joint ventures. The firm consists of more than 30 investment professionals who specialize in mergers and acquisitions, capital markets, redevelopments and asset management. With a location in Philadelphia, Lubert-Adler also maintains offices in Baltimore, Md., Atlanta, New York City and Los Angeles.

Activate Wealth is a fee-only financial planning firm based in Philadelphia, PA, specializing in comprehensive planning services for busy working professionals in their late 20s to early 40s. With a focus on saving time and simplifying complex financial situations, Activate Wealth helps clients grow their wealth while enjoying their life and money in the present. As a Certified Financial Planner and a fee-only firm, Activate Wealth provides clients with the assurance that their unique financial circumstances are handled with expertise and always in their best interest. With a targeted clientele of younger professionals, Activate Wealth has become an expert in wealth accumulation for this demographic, offering a 5-6 meeting process that covers nine key financial planning areas.Generated from the website

This office is temporarily available by appointment only. To arrange an appointment, please call the office or your relationship manager. For assistance with managing your accounts, you may also call 866-876-9944 during business hours or log in to Private Passport.