About Us

We pride ourselves on taking the time to fully understand your unique situation and goals so we can provide solutions that are custom-tailored for you.

WHo WE ARE

A small team plugged into an extensive network

As a proud member of the Belpointe ecosystem, we have access to a wide range of financial services and resources that allow us to serve clients of nearly any size and complexity. Some of our in-house core services include:

Estate planning, financial planning, retirement planning, and business planning services
We have extensive expertise in negotiating and reducing fees for 401k plans
Creating and running mathematical models and algorithms to aid portfolio management
Insurance plans, buying and selling stocks, and more!

Our People

Meet the Experienced Advisors

Charles L Gorenberg

MSFS, CLU, ChFC, APM, CEBS Senior Wealth Advisor & founder of Chaslyn

James L Lombardo, Jr

QPFC
Senior Wealth Advisor and President of Chaslyn

Paul G Pakstis

Wealth Advisor

Jeffrey P Heppard

JD
Wealth Advisor

Stacy Mongar

ChFC, CLU
Wealth Advisor

James J. Di Gesu

CPA,PFS®
Senior Wealth Advisor

OUR OFFICE

See where we're located

515 Grove St.
Suite 3C
Haddon Heights, NJ 08035

Investment advice is offered through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. It is important to read our disclosures available at this link https://belpointewealth.com/disclosure/ Belpointe Asset Management, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC). Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov.

Securities offered through Fortune Financial Services, Inc, Member FINRA/SIPC. Belpointe Asset Management, LLC, Chaslyn Financial Group, and Fortune Financial Services, Inc are separate entities.