Welcome to Quaker Wealth Management

We are a Christian-owned, fee-based professional practice integrating investment, tax and legal services. Our firm is built upon three bedrock principles: Performance, Integrity and Independence.

While many of our competitors shamelessly push proprietary products or promote “hot” tips, we choose to be different. As an independent adviser, we’ll bring you innovative ideas and unbiased advice. No hype, no sales quotas, and no commissions.

We deliver highly personalized, integrated financial and legal services to successful families, businesses, professional practices, and non-profits. We invite you to learn more about our Firm and consider the benefits of joining our client family.


- Dan Roccato, MBA, CPM and John Gregg, JD, LLM

Dan Roccato
President, Quaker Wealth Management

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Contact Quaker Wealth Management

Location

101 W Main St
Moorestown, NJ 08057
Tel: (856) 222-0110

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Daniel Roccato
dan@quakerwm.com

John Gregg
john@quakerwm.com