Our History

Saving for retirement, nearing retirement and living in retirement are stages of life that we specialize in, and have been for over three decades. What began as a focus on education and non-profit markets has grown to encompass a multifaceted financial services firm for a comprehensive clientele.

After a rewarding 15-year career in Public Education, Ted Beal, Sr. transitioned into financial services, where he saw an opportunity to help educators save for retirement through specialized, tax advantaged retirement plans. In time, Ted and his partners grew this vision to include New Jersey public school systems around the state and, in the year 2000, nationally.

The Retirement Benefits Group (RBG), a division of Equitable Advisors LLC, became one of the nation's leading providers of retirement plans for educators. The RBG continues to flourish with its genesis in New Jersey, servicing over 85,000 clients in over 580 public schools who are saving for retirement and expanding into full financial strategies. We are proud that our clients have accumulated over 4.1 billion in retirement assets1.

The Private Wealth Strategies Group was formed in 2011 to further service the needs of clients nearing retirement or currently in retirement. We are a group of leading advisors whose unique talents specialize in the financial planning needs of educators, school employees, non-profit organizations, families, business professionals, hospitals, higher education, and government employees. PWS members concentrate in: Asset Management; Estate Planning; Wealth Accumulation; Retirement Planning; Education Funding and Business Succession planning services for all our client's financial needs.

We remain committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We define our success by our client's success.

 

1 Equitable Growth Report as of 12/31/13

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Check the background of this financial professional on FINRA's BrokerCheck