Meet Our Wealth Management Team

Private Wealth Management

Our experienced team of financial professionals is committed to helping you pursue your financial goals through strategic planning and personalized guidance. With years of experience serving clients in Princeton, NJ, and Palm Beach Gardens, FL, we provide tailored wealth management solutions designed to help you navigate your financial future with confidence.


KEN

Kenneth W. Van Leeuwen,
CFP® Managing Director/Advisor


JEFF

Jeffrey P. Mattonelli,
CFP® Financial Advisor


VIRAG

Virag G. Shah,
CFA® Portfolio Strategist


JIMI

Jimi Bipin Shah,
Portfolio Strategist


DONNA

Donna L. Gavlick,
Director of Paraplanning Services


JUDY

Judy DeFazio,
Director of Operations, Executive Assistant to Kenneth Van Leeuwen


HENNA

Heena Dhruv,
Director of Client Services