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Welcome to Quaker Wealth Management

Investments

  • Portfolio management
  • Investments and tax-exempt strategies
  • FDIC insured CDs
  • Alternative investments

Financial Planning and Insurance

  • Income tax planning and preparation
  • Insurance and risk management planning
  • Retirement planning
  • Estate planning and wealth transition strategies
  • Concentrated stock and option planning

Legal Services

  • Will review and preparation
  • Trust preparation and administration
  • Elder Law
  • Estate administration and probate
  • Real estate

Business Services

  • Retirement Plans
  • Business succession strategies
  • Stock holder agreements
  • Non-profit investment management
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