MARLTON, N.J.–(BUSINESS WIRE)–A team of five New Jersey-based financial advisors who previously managed more than $2.3 billion in client assets has launched Laurel Oak Wealth Management, a new independent registered investment advisory firm. The firm delivers personalized financial planning and investment management to clients across the U.S.
Founded by industry veterans Christopher Heiser, Robert Andreacchio, Louis LaSelva, Matthew Fitzgerald, and Keith Radimer, Laurel Oak combines more than 135 years of collective wealth management experience.
Previously with Ameriprise Financial, the team has found success serving multigenerational families, professionals, and business owners. They stand out for customized strategies in retirement planning, legacy preservation, and complex financial transitions.
“Our goal in launching Laurel Oak was to create a firm where advice is personal, communication is clear, and clients always come first,” said Christopher Heiser, a founding partner. “As an independent RIA, we now have the flexibility to tailor strategies without the limitations of a corporate agenda.”
Going independent also meant adopting a modern tech stack, helping to streamline onboarding, reporting, and communication. This means less paperwork, faster response times, and greater transparency at every step.
To support that mission, Laurel Oak chose Goldman Sachs as their custodial partner, entrusting them to securely hold client assets and execute transactions under the firm’s direction. With Goldman Sachs’ digital-forward platform, the team gains access to institutional-grade tools that elevate both client security and service delivery. The dedicated transition support staff helped ensure a smooth move, resolving any complications quickly and efficiently.
“We are pleased to be the custodial platform of choice for Laurel Oak Wealth Management,” said Bill Dalton, Head of RIA Custody Sales at Goldman Sachs. “Our digital-forward platform will enable their advisors to access Goldman Sachs’ institutional-grade products and services. Our team looks forward to working with Laurel Oak Wealth Management and supporting them as they grow.”
“Our growth has always been rooted in one principle: showing up for people when it matters most,” added Louis LaSelva. “Laurel Oak represents that mindset at scale.”
Laurel Oak Wealth Management’s main office is located at 5 Greentree Center, 525 Route 73 N, Suite 200, Marlton, NJ. For more information, visit www.laureloakwealth.com.
Contacts
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Jennifer Relovsky
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856-449-8263
