Founded in 1988
OFG Princeton Center
Provides Specialized Wealth Management Solutions
Introducing Our
Firm
Our Philosophy
When it comes to sound financial planning, knowing where you want to go and how to get there is the key to long-term success and security. In our view, when growing and managing wealth, there’s nothing that happens in a vacuum. Every aspect of your financial life is impacted by the rest.
The Whole is Greater Than the Sum of It's Parts
If you imagine each facet of financial planning as a gear in an engine, you soon realize that only when working in unison can they be effective at propelling you forward toward your goals. In the case of long-term wealth management, the engine is your financial life -- it’s one you need to take good care of with regular service and inspection.
Our Services
"Your whole financial life works together like a series of gears in a transmission,
And they are either working in concert complementing each other or they are grinding against each other"