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 Registered Investment Advisor, we’ll bring you innovative ideas and unbiased advice. No hype, no sales quotas, and no commissions. As a Fiduciary, we must always put your interests first.

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

View our most recent Insights Newsletter

Get our views on the markets and economy as well as catching up on all the personal updates.

Contact Quaker Wealth Management


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

Get driving directions»

Daniel Roccato

John Gregg