Business Details
27 Years
experience
Your Trusted Partner for Financial Advisory Solutions in Princeton, NJ
At Dumont & Blake, we are dedicated to helping individuals and families grow and protect their wealth through personalized financial strategies. Founded in 1999, our firm combines decades of investment management experience with advanced financial modeling to deliver consistent returns while minimizing market risks. As SEC-licensed registered advisors, we operate as fiduciaries, prioritizing client success over commission-driven products. Our team averages over 35 years of expertise, providing direct access to portfolio managers who tailor solutions for life's evolving financial challenges. We specialize in retirement planning, estate structuring, education savings, and adapting to career or family changes, ensuring clients achieve both immediate needs and long-term goals.With $500 million in assets under management, we serve private clients, corporations, and nonprofits, maintaining transparency through fee-based compensation rather than commissions. Our commitment to clarity ensures clients understand every recommendation, fostering confidence in their financial future. Located in Princeton, NJ, we offer confidential consultations to build generational wealth through disciplined investment strategies and personalized service.
Services
Investment Management
Retirement Planning
Estate Structuring
Education Savings
Portfolio Strategy
Details
- Year established: 1999
Highlights and features
- We have over 20 years of experience in wealth management and portfolio strategy.
- Our team averages 35 years of experience as SEC-licensed registered investment advisors.
- We operate as fiduciaries, prioritizing client interests over commission-based products.
- We provide direct access to portfolio managers for personalized investment strategies.
- Our fee-based model ensures transparency and alignment with client success.
Associations and certifications
- SEC
Services
Investment Management
Our investment management service creates customized portfolios using stocks, bonds, and ETFs tailored to individual risk tolerance and financial goals. We employ disciplined strategies to balance growth and risk mitigation while maintaining fee-based transparency. With decades of experience, our team actively monitors and adjusts portfolios to align with evolving market conditions and client needs.
Retirement Planning
We develop comprehensive retirement plans focusing on tax-advantaged savings vehicles and income generation strategies. Our approach considers current assets, desired lifestyle, and longevity to ensure sustainable withdrawals during retirement. As fiduciaries, we prioritize long-term portfolio growth while minimizing tax implications through coordinated tax advisor consultations.
Estate Structuring
Our estate planning service coordinates with legal and accounting professionals to optimize asset distribution for beneficiaries. We implement trust structures, beneficiary certifications, and tax-efficient strategies to preserve wealth across generations. This service ensures client wishes are fulfilled while minimizing potential tax burdens for survivors through proactive documentation and planning.
Education Savings
We design tax-favored education savings plans that align with current financial capabilities and future educational goals. Our strategies incorporate 529 plans and other qualified vehicles to maximize growth potential while maintaining flexibility for changing circumstances. We help clients balance education funding with other financial priorities through personalized contribution schedules.
Portfolio Strategy
Our portfolio strategy service integrates financial goals with market realities through dynamic asset allocation. We analyze client-specific factors including career changes, family structure, and business ownership to create adaptive investment frameworks. Using advanced financial modeling, we ensure strategies remain aligned with both short-term needs and long-term wealth preservation objectives.
Questions
What services does Dumont & Blake offer?
We provide investment management, retirement planning, estate structuring, education savings, and portfolio strategy services tailored to individual client needs.
Are you fiduciary financial advisors?
Yes, we operate as fiduciaries, legally obligated to act in our clients' best interests rather than recommending commission-based products.
How are your services compensated?
Our fee-based model aligns our success with client portfolio performance, eliminating conflicts of interest from commission-driven recommendations.
Do you work with out-of-state clients?
While based in Princeton, NJ, we serve clients nationwide through virtual consultations and personalized investment strategies regardless of location.
What experience does your team have?
Our advisors average 35 years of experience in portfolio management, with SEC licensing and expertise in navigating complex financial life transitions.
How do you handle market volatility?
We employ disciplined investment strategies designed to minimize exposure during downturns while capitalizing on growth opportunities through continuous portfolio monitoring.
