A complete list of active advisors currently associated with New Horizons Wealth Management

Warmer can help you find a great advisor at New Horizons Wealth Management or one who fits your needs even better.

New Horizons Wealth Management is an SEC-registered advisory firm that provides discretionary investment management and comprehensive financial planning to individual clients across income levels, including middle-class households, high-net-worth and multi-generational families, as well as corporations and businesses. The firm reports discretionary assets under management of about $203 million across roughly 228 client relationships and operates with a small advisory team. The firm’s investment process is grounded in modern portfolio theory and combines evaluation of active and passive mutual funds and ETFs using quantitative and qualitative metrics, with the occasional use of buffered ETFs to introduce defined downside protection over specified terms. Financial planning is integrated into the advisory relationship and portfolios are managed and reviewed against clients’ stated objectives, risk tolerance, and any client-imposed investment restrictions. Noteworthy distinctions include that the firm sponsors and participates in a wrap-fee program, so client accounts are managed on a wrap basis in which advisory fees generally cover trading and transaction services, and the firm requires clients to custody assets with its recommended qualified custodian — an arrangement through which the firm receives custodial services and support. The brochure also discloses that some firm personnel are registered representatives of a broker-dealer and are licensed to sell insurance, activities that are conducted separately and are identified as potential conflicts of interest.

To learn more about the advisors currently working at New Horizons Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jamie Cox	Cedar Knolls, NJ	1
Robert Giarraffa	Cedar Knolls, NJ	46
Joseph Okaly	Cedar Knolls, NJ	18
Pasquale Recupido	Cedar Knolls, NJ	6
Tara Recupido	Cedar Knolls, NJ	23
Victoria Sullivan	Cedar Knolls, NJ	13

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