M and A

New Jersey Wealth Management House Gets Off Launchpad

Editorial Staff May 3, 2023

New Jersey Wealth Management House Gets Off Launchpad

The team used to work with Merrill Lynch.

A New Jersey-based wealth management team has launched as an independent RIA: Premier Path Wealth Partners.

The eight-person business, based in Florham Park, previously worked at Merrill Lynch. 

Its business lines include pre-business-sale planning; navigating corporate compensation plans; business advisory services; legacy and succession planning; retirement/cashflow planning; tax-efficient investment; risk management, and philanthropic giving.

The firm is led by CEO and founding partner Michael Lehman. Other team members are Derek Wittjohann, chief operating officer, partner; Patrick York, partner; Linda Kalata, chief administrative officer, chief compliance officer; Rebecca Garcia, relationship manager; and Patrick Regan, relationship manager.

Besides Dynasty Financial Partners, Premier Path has selected Fidelity, eMoney, and Black Diamond as resources.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes