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Pennbrook Group

Private Wealth Advisors



SUMMIT, NJ 07901


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About us

About Us

The Pennbrook Group combines our distinct backgrounds to achieve a common goal: to provide our clients with customized wealth management services to pursue their financial objectives. With a combined 60 years of experience in financial services our team is positioned to apply Merrill Lynch’s Goal-Based Wealth Management process for our diverse group of clients including business owners, institutional investors, professional athletes, family offices and public and private executives. Our industry wide relationships afford us the in-depth level of research and insight we need to make decisions around asset allocation. We also have a proven track record of helping public executives navigate concentrated and restricted stock positions. As trusted financial advisors we are committed to producing consistent outcomes for our clients while taking the least amount of risk possible.

Asset allocation does not ensure profit or protect against loss in declining markets.

AWMA® and Accredited Wealth Management AdvisorSM are registered service marks of the College for Financial Planning.

Meet the team

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Meet the team