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.
Planning
Sep 27, 2024
The Opposite of Spoiled: Part 2 – Allowance
The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 2 – Allowance) Ron Lieber has a whole chapter on allowance in the book, The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous,
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Planning
Aug 1, 2024
The Opposite of Spoiled: Part 1 – Money Equals Values
The Opposite of Spoiled: Raising Kids Who are Grounded, Generous, and Smart About Money by Ron Lieber (Part 1 – Money Equals Values) I read a lot of self-help books. They are not all about money, but a good number
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Investments
Jul 11, 2024
Second Quarter 2024 Client Investor Letter
The height of summer has arrived in Princeton, and we are grateful for functioning air conditioning and the cooling economic data that has positively impacted our client portfolios, as detailed in the attached investor letter. In our letter, we discuss:
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