It doesn’t matter to us whether you know a lot about finance or you’re still learning. We’ll never talk down to you—or over you. We’re here to answer your questions, listen to your ideas, and give you the tools to make confident, informed decisions.
True financial freedom is about more than just having money.
It’s about being able to invest, save, spend, and give in ways that matter to you and your family.
Engage with your finances.
Find the investment management and wealth planning services you need, with a partner who will support you through every phase of your financial journey.
We’re with you.
Princeton Global is a financial services firm on a mission to make investment management and wealth planning an interesting and engaging experience. We use our knowledge and perspective to enable multi-generational families and individuals to define, focus, and achieve their financial goals.
All questions are
good questions.
If it matters to you, it
matters to us.
We take the time to learn what you’re interested in and what you’re passionate about. Together, we’ll find creative ways to utilize your wealth today and plan for your future.
We understand
family.
Our client relationships often span generations and are multifaceted. For many clients, we become not only financial advisors but also sounding boards, life coaches, and trusted confidants. We’re here to support you through life’s myriad of plans, decisions, and changes.
Meet our team
We’re more than just investors, advisors, and planners. We’re your people
—and we’re invested in your future.
A dash of perspective.
Interesting articles and stories with our clients and partners in mind.
Investments
Jan 10, 2025
Fourth Quarter 2024 Client Investor Letter
Global markets delivered mixed results in the final quarter, but 2024 overall was a strong year, particularly in the U.S., where the S&P 500 achieved its best two-year performance since the 1990s, driven by robust economic growth and declining inflation.
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Planning
Jan 9, 2025
The Importance of Estate Planning: A Personal Reflection
With a touch of humor, my father often reminded us, “We’re not getting out of here alive.” While his words brought a smile, they carried a profound truth: mortality is inevitable, and planning for the future is essential. Unfortunately, I’m
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Investments
Dec 10, 2024
Princeton Global Welcomes Mike Marsh and Matt Gelfand
Princeton, NJ – December 10, 2024 – Princeton Global, an investment advisory firm headquartered in Princeton, New Jersey, is proud to announce the launch of Princeton Global Nonprofit Investment Services, a new division dedicated to serving nonprofit organizations. The division
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