Your financial goals, our professional expertise

see how Smart investments combined with expert advice can help you reach your objectives.

 
 
Quotes by TradingView

Our Services

 

 

Wealth Planning

Your wealth is a passport to possibility. It represents your lifestyle, peace of mind, and a hinged-open horizon for yourself, your family, and your legacy.  To ensure your success we provide a comprehensive offering of wealth planning services.

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Investment Management

We curate custom investment strategies for a diverse range of clients including high net worth individuals, beginning investors, and businesses from multiple industries.  No matter your objectives, we'll make sure you're invested right.  

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Retirement Benefits

Retirement benefits should be just that, a benefit to the sponsor company and plan participants.  We eliminate unnecessary costs, recommend smart investments, and provide resources to help your employees prepare for their retirement.  

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Watch your investments and monitor your plan in your personalized financial dashboard.

 
Financial Dashboard
 
 

A custom portfolio aligned with your appetite for growth or desire for stability starts with knowing your risk number.

 
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About Profolio


Profolio Investments is an independent Registered Investment Advisor.  Our main office is located in

Jersey City, NJ


We work with clients virtually and in person throughout the U.S. and currently serve clients across

8 states

(New Jersey, New York, Florida, Texas, Colorado, Utah, Idaho, California, and growing!)


We provide wealth planning and investment management services to a diverse range of clients including

high net worth individuals, beginning investors, and small businesses


We have enjoyed serving clients for 

over 15 years

 


We are an independent, objective, fee-only advisory firm.

we do not believe selling products or charging commissions is in a client's best interest

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Contact Us

 
 

We're ready to help!

We offer free consultations by phone or in person and would be more than happy to discuss any question you have about your finances.