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Flemington, NJ Office

Team
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Prestige Wealth Management Group, LLC logo

Prestige Wealth Management Group, LLC

Team

Firm-wide stats for Prestige Wealth Management Group, LLC

Total advisors

6

Across 2 offices

Clients per advisor

73 High

Avg AUM per client

$1,514,551 High

HNW client ratio

41% High

About

Prestige Wealth Management Group serves individuals (including high‑net‑worth clients), business entities, trusts, estates, charitable organizations and retirement plans, providing discretionary investment management on either a wrap or non‑wrap basis as well as standalone financial planning and consulting. The firm manages accounts through traditional vehicles such as mutual funds, ETFs, separate account managers and independent managers, and also provides reporting and aggregation services via eMoney.

The firm implements a range of strategies (long‑term, short‑term and trading) and treats cash as an asset class while offering more customized options such as direct indexing and allocations to Unified Managed Accounts (UMAs) or separately managed account programs. The brochure also discloses the use of AI tools for analysis and controls around those tools, and specifies that the firm will not exercise discretionary authority to purchase cryptocurrencies without client authorization.

What distinguishes Prestige from many peers is its network of firm‑level affiliations: it is affiliated with Prestige Wealth Services Group, Inc. (d/b/a Pillar Strategies), an SEC‑registered adviser that sponsors UMAs, and with Prestige Accounting Services Group (PASG), an accounting firm; the brochure discloses the potential conflicts and additional fees that can arise when clients are allocated to affiliated UMAs. The firm is also a sponsor of a wrap fee program and notes that certain representatives are licensed as insurance agents and registered with a broker‑dealer (Osaic) to implement commission products, arrangements the brochure identifies as creating potential conflicts of interest.

Based on Prestige Wealth Management Group, LLC

Expertise

Wealth management ESG / Sustainable investing

Based on Prestige Wealth Management Group, LLC

Location

31 State Route 12

Flemington NJ 08822

Advisors at this office

5

Advisors at this office

user avatar

Michael W

CFP®, Series 66

Flemington, NJ

Prestige Wealth Management Group, LLC

Michael Williams is a CFP® and holds a Series 66 license with seven years of industry experience. He currently works at Prestige Wealth Management Group, LLC and has prior experience at Wells Fargo and Triad Advisors. In addition to his advisory role, he serves as managing director of Prestige Wealth Accounting Group and works as an independent insurance agent. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and operates a formal wrap fee program, with affiliations that include an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Wealth management ESG / Sustainable investing
user avatar

Paul E

CFP®, CFA®, Series 63, Series 66

Flemington, NJ

Prestige Wealth Management Group, LLC

Paul Esposito is a CFP® and CFA® credentialed advisor with 14 years of industry experience. He is currently with Prestige Wealth Management Group, LLC, where he has worked since 2018. Prior to that, he was with Alliance Wealth Management Group, LLC from 2014 to 2018. Prestige Wealth Management Group serves individuals, high-net-worth clients, business entities, trusts, estates, charitable organizations, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing a range of investment strategies that include equities, fixed income, mutual funds, ETFs, and third-party managed accounts.

Wealth management ESG / Sustainable investing
user avatar

John D

CFP®, Series 63, Series 66

Flemington, NJ

Prestige Wealth Management Group, LLC

John Deangelo is a CFP® professional with 25 years of experience in financial advising. He is a managing director at Prestige Wealth Management Group, LLC and has held positions at Osaic Wealth, Inc. and Triad Advisors Inc. Deangelo holds Series 63 and Series 66 licenses and has been with Prestige Wealth Management since 2012. Prestige Wealth Management Group advises individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management alongside financial planning and consulting. The firm employs a range of investment strategies across multiple asset classes and utilizes both proprietary and third-party platforms, including Unified Managed Accounts through an affiliated adviser.

Wealth management ESG / Sustainable investing
user avatar

Nathaniel H

Series 66

Flemington, NJ

Prestige Wealth Management Group, LLC

Nathaniel Hodgson is a financial advisor at Prestige Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., Triad Advisors, and Applegate. In addition to his advisory role, Hodgson serves as a notary and works in operations and compliance for Prestige Wealth Management Group. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a range of investment strategies across multiple asset classes and has affiliations with an accounting firm and an SEC-registered adviser sponsoring Unified Managed Accounts.

Wealth management ESG / Sustainable investing
user avatar

Nalby N

Series 65

Flemington, NJ

Prestige Wealth Management Group, LLC

Nalby Nouh is a financial advisor at Prestige Wealth Management Group, LLC with one year of industry experience. He previously worked at Beacon Trust for four years and attended Seton Hall University. Prestige Wealth Management Group serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans by providing discretionary investment management and standalone financial planning. The firm offers a variety of strategies and investment vehicles, and is affiliated with other financial and accounting service providers.

Wealth management ESG / Sustainable investing
View complete list of advisors at this office
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