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Steven Vitanza, CFP®. ChFC®, CLU®

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Steven.Vitanza@laureloakwealth.com

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Five Greentree Center
525 Route 73 N Ste 200
Marlton NJ, 08053-3422

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Marlton

5 Greentree Center
525 Route 73 N Ste 200
Marlton NJ, 08053-3422

Newark

131 Continental Drive, Suite 307
Newark, DE 19713

Investment advisory services are offered through Laurel Oak Wealth Management, LLC, a registered investment advisor with the U.S. Securities and Exchange Commission.

Registration as an investment advisor does not imply any level of skill or training. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. The information is not an offer or a solicitation to buy or sell securities. Investments involve risk and are not guaranteed. The information contained may have been compiled from third-party sources and is believed to be reliable.

Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Laurel Oak Wealth Management are not affiliated companies.

Investments through PKS or Laurel Oak Wealth Management are:
Not FDIC insured
Not bank guaranteed
May lose value, including loss of principal
Not insured by any state or federal agency

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About Us
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