Moorestown, NJ East Main Street Office
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Quaker Wealth Management LLC
Team
Firm-wide stats for Quaker Wealth Management LLC
About
Quaker Wealth Management advises individuals and families, including high-net-worth clients, offering discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service reserved for households with at least $5 million of investable assets. The firm will also provide stand‑alone planning engagements and may recommend other professionals to implement advice.
The firm describes a collaborative, disciplined investment process that combines top‑down economic analysis with bottom‑up security selection, places primary emphasis on asset allocation, and typically implements portfolios with ETFs and mutual funds (with frequent use of Vanguard funds). Quaker manages client accounts on a discretionary basis using proprietary tools (Qmap), may employ options or short sales when appropriate, and uses a third‑party Pontera platform to review and rebalance held‑away retirement assets.
Quaker’s brochure emphasizes closer integration with tax and estate professionals than is typical for many team firms: it states the firm is affiliated with accounting professionals and will cover tax professional fees up to $1,500 and initial estate attorney document fees up to $2,000. The Family CFO offering — which includes personalized indexing for tax efficiency, access to a structured note marketplace, options‑based strategies, and aggregation of outside accounts — along with the firm’s roughly $449 million in AUM across a five‑advisor team, are distinctive operational features noted in the brochure.
Based on Quaker Wealth Management LLC
Expertise
Based on Quaker Wealth Management LLC
Location
70 East Main Street
Moorestown NJ 08057
Advisors at this office
3
Advisors at this office
Nicholas D
CFP®, CFA®, Series 65
Moorestown, NJ
Quaker Wealth Management LLC
Nicholas De Santis is a CFP®, CFA®, and Series 65 credentialed advisor with six years of industry experience. He has worked at Quaker Wealth Management since 2017 and previously held roles at Rutgers University, Rowan College of Burlington County, and Wawa Inc. Quaker Wealth Management serves individuals, families, trusts, business entities, and retirement-plan sponsors, managing approximately $365 million. The firm combines top-down macro analysis with bottom-up security selection, emphasizing strategic asset allocation and utilizing a proprietary Qmap platform to implement portfolios primarily with ETFs and mutual funds.
Daniel R
Series 66
Moorestown, NJ
Quaker Wealth Management LLC
Daniel Roccato is a financial advisor with Quaker Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at Quaker Wealth Management since 2006 and is also involved in broadcast television news as a financial expert and analyst since 2009. Roccato serves in roles at the University of San Diego and with Fox affiliates. Quaker Wealth Management advises individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and specialized Family CFO services for households with at least $5 million in investable assets. The firm employs a collaborative investment process focused on asset allocation and integrates tax and estate professionals to support clients’ financial needs.
Timothy M
CFP®, Series 66
Moorestown, NJ
Quaker Wealth Management LLC
Timothy Miller is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at Quaker Wealth Management since 2020 and previously held roles at Bank of America and Merrill. He is also the founder of 24Eight Media, a company assisting athletic trainers and athletes with personal brand development. Quaker Wealth Management serves individuals and families, including high-net-worth clients, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and a Family CFO service for households with at least $5 million in investable assets. The firm employs a collaborative, disciplined investment approach focused on asset allocation, frequently using ETFs and mutual funds, and integrates tax and estate professionals into its advisory process.
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