Michael Dudes is a financial advisor at Pleasantdale Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. He has been with Pleasantdale Wealth Management since 2019 and previously worked at American Portfolios from 2016 to 2019. Pleasantdale Wealth Management provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and corporate plan sponsors. The firm uses fundamental security analysis combined with tactical asset allocation and manages portfolios on a discretionary basis with periodic rebalancing and tax-loss harvesting.

William Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ, holding the ChFC® designation and Series 63 license with 40 years of industry experience. His prior work includes roles at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and operating as a sole proprietor. He was also involved with Dudes Boys LLC from 2013 to 2019. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental analysis and ongoing monitoring to guide asset allocation and offers unique services such as discretionary ERISA 3(38) management alongside a multigenerational advisory team.

Brian Dudes is a financial advisor at Pleasantdale Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at American Portfolios Financial Services, Inc. from 2014 to 2019 before joining Pleasantdale Wealth Management. Pleasantdale Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages client accounts based on documented goals, time horizons, and risk tolerances, employing fundamental analysis and ongoing monitoring, with strategies that include option writing and quarterly account reviews.