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Welcome to Quaker Wealth Management

Professional legal counsel is a critical component of your financial success and personal well-being. We are uniquely able to provide a personalized legal service that is expert, prudent, and practical. We advise clients in matters relating to:

  • Wills and Elder Law
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  • Business Planning and Succession
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  • Trust Administration
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  • Estate Administration and Probate
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  • Federal and State Tax Controversies
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  • Taxation and Tax Preparation
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  • Real Estate
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    Legal services will only be provided by qualified professionals.
    Securities & Advisory Services offered through VSR Financial Services Inc., a registered Investment Advisor and Member FINRA / SIPC.
    Quaker Wealth Management, LLC, is an independent business. A Registered Representative may only transact business in states where he/she is registered, or
    exempt from registration. Dan Roccato is registered in MA, NJ, NY, PA, SC and TX.
    John Gregg, Esquire, is a practicing attorney not affiliated with VSR.
    This site was developed by Hopeworks N' Camden