Financial literacy is important for building, and maintaining wealth. But it’s not easy without help. For high net worth individuals/families in the New Jersey area, Solution Driven Wealth is a premier money management solution. The team of experts at their advisory firm can help clients manage their current wealth, plan for retirement, and much more.
Solution Driven Wealth is led by CEO Bob Dole, who has been a financial advisor for more than 30 years. “I am a Securities Principal, Series 24, Series 7. I am also a CLU (Chartered Life Underwriter),” Bob says. “So we have a very good understanding of group benefits and how they impact a client’s situation. I am also licensed in many states.” Another member of the team, Dominique Vitalis, holds mortgage, Series 66, Series 7, and SIE (Securities Industry Essentials) licenses.
Financial Services for Future Security
Solution Driven Wealth offers a comprehensive suite of services to take care of their clients’ financial needs. This includes Asset Planning, Asset Accumulation, Asset Distribution, and Wealth Planning. However, there is one particular area of focus that is most popular. “We do a good deal of Retirement Projection work,” Bob explains. “The most common question we get is: ‘Here are all of our accounts, social security, possibly a pension. Is it enough for retirement with inflation increasing?’”
Retirement Projection holds a special place in Bob’s heart, and is partly why Solution Driven Wealth exists at all. “One of the main reasons I entered the financial services arena is that when my Dad was 59, he suddenly developed brain cancer and it threatened everything my parents had worked and saved for,” he says. “They had no advisor nor a plan to protect what they had worked their whole life to build. I made a career change to help families protect their legacies they’ve spent a lifetime creating.”
In particular, Solution Driven Wealth manages each client differently depending on their specific needs and goals. “We use software to help assess your situation and make sure your investment portfolio matches your current risk tolerance. Many clients become less tolerant of risk as they enter retirement and it’s important to understand their mindset at this point in their financial lives,” Bob says. “We also pride ourselves on doing continual reviews of their situation to take into account any changes; such as leaving a legacy for a special needs child, assisting their children with a purchase of a home, etc.”
About The Solution Driven Wealth Team
“Solution Driven Wealth is a fiduciary deeply committed to helping clients achieve their financial goals,” Bob says. Their goal is to guide clients so they can pass on their legacy to children, grandchildren, or charity. “Our clients are like family to us, and we make all investment, insurance, and financial planning recommendations in their best interests.” Above all else, they pledge to treat clients with dignity and respect, while offering services in a highly efficient manner.
The entire Solution Drive Wealth team hails from New Jersey. In fact, CEO Bob Dole was born in Kearny and grew up in a home his parents built in Sparta. He played football and baseball at Sparta High School, and keeps in touch with several coaches and players.
Bob’s dad was a carpenter, and built a small home in Barnegat Light in 1958. Never taking out a mortgage, he purchased wood from Tuckerton Lumber and built his home on the weekends. “We rebuilt the home in 2018 and still think the New Jersey coast is fabulous,” Bob says. “Barnegat Light still has the best scallops on the east coast!”
Solution Driven Wealth has offices at 425 Eagle Rock Ave, Suite 104, in Roseland.
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Legal Disclosure
The views expressed are not necessarily the opinion of Royal Alliance. Information is based on sources believed to be reliable, however, their accuracy or completeness cannot be guaranteed. Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. 425 Eagle Rock Ave., Suite 104, Roseland, NJ 07068 (973) 949-1701.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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