Tranquility Path Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tranquility Path provides investment consulting and monitoring, managed-account guidance, and financial planning to a mix of individual and entity clients; its brochure lists services for individuals (including high-net-worth clients), families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other entities, and reports roughly $33.1 million in assets under advisement. Services are delivered through co-advisor arrangements and three‑party investment management agreements rather than direct trading or custodial relationships.
The firm’s investment approach emphasizes broad asset-class diversification, passive “buy, hold, and rebalance” strategies grounded in Modern Portfolio Theory and Fama–French research, and the use of diversified no‑load mutual funds and ETFs often structured as fund‑of‑funds; models are typically sub‑advised by established firms such as Dimensional Fund Advisors, BlackRock, and Vanguard. Operationally, client accounts are routed to third‑party co‑advisors who hold discretionary trading authority and execute rebalancing, while Tranquility Path focuses on risk‑tolerance assessment, asset‑allocation design, and ongoing monitoring.
Compared with many peers in its category, Tranquility Path’s disclosures show relationships with several institutional and public‑sector client types that are uncommon for supported firms — including sovereign wealth funds, banking or thrift institutions, state or municipal government entities, insurance companies, and other investment advisers — and it also conducts client education events (Private Investor Education Events). The brochure also discloses that principals separately sell insurance and annuity products (approximately 20% of their time), a practice the firm flags as a potential conflict when those products are recommended.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.99% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Account minimum: $250,000 Minimum fee: Minimum fee for a financial plan is $1,000 Fee-only: Fees charged based on Assets Under Advisement percentages/tiered fee schedule; fees for financial plans offered separately
Main office
100 Matawan Road, Suite 180
Matawan NJ 07747
Advisors at this office
3
Most active in
Louisiana · New Jersey · New York · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Henry Z
CFP®, Series 63
Matawan, NJ
Tranquility Path Investment Advisors, LLC
Henry Zupko Jr. is a CFP® with 22 years of industry experience, currently serving at Tranquility Path Investment Advisors, LLC since 2011. He also works as an independent insurance agent, a role he has maintained since 1985. Tranquility Path provides investment consulting, managed-account guidance, and financial planning services to a diverse client base including individuals, families, pension plans, trusts, charitable organizations, and entities. The firm employs a broadly diversified, passive investment approach that integrates models sub-advised by firms such as Dimensional Fund Advisors, BlackRock, and Vanguard, with operational management handled by third-party co-advisors.
David G
Series 65
Matawan, NJ
Tranquility Path Investment Advisors, LLC
David Golembieski is a financial advisor at Tranquility Path Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Tranquility Path, he worked at Bristol Myers Squibb and Hovione. He also engages in independent insurance product sales as a sole proprietor. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes diversified, passive investment strategies based on Modern Portfolio Theory and partners with established sub-advisors such as Dimensional Fund Advisors, BlackRock, and Vanguard.
Oscar C
CFP®, Series 65
Matawan, NJ
Tranquility Path Investment Advisors, LLC
Oscar Casas Jr. is a CFP® with 14 years of industry experience and is currently a principal at Tranquility Path Investment Advisors, LLC. He previously worked at Ernst & Young for eight years. Casas also serves as a volunteer treasurer for a local Cub Scouts pack in Monmouth County, NJ. Tranquility Path provides investment consulting, managed-account guidance, and financial planning to a range of clients including individuals, families, pension plans, and charitable organizations. The firm employs a diversified, passive investment approach based on Modern Portfolio Theory and partners with established sub-advisers such as Dimensional Fund Advisors and Vanguard.
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