Where Service, Experience and Creativity Meet

Happy Senior Couple

You have life to live; let us take care of the rest.


Wealth Management

Investment Management

Tax Services

Retirement Planning

Business Services

Executive Services

Senior Care

Estate Planning

Senior Care

Our mission is to help seniors manage their personal and financial matters.

Our Approach

  • Help the family to understand the financial risks seniors face; each year, hundreds of thousands of adults over the age of 60 are financially exploited.
  • Show how third party administration can relieve the stress and reduce confusion associated with financial life.
  • Working together to provide assistance in managing the overwhelming paperwork associated with necessary financial personal matters, so you can enjoy a happier, more productive, and independent life in your own home.

At Mark G Spinelli, CPA CFP, we can pay your bills, digitally file receipts, analyze insurance, keep important tax records to help lower your taxes. We look at the whole picture-taxes, investments, retirement, insurance, and estate planning, which allows you to make wise decisions so you can have a solid secure lifestyle.

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(732) 564-9404