Allied Wealth Partners
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At Allied Wealth Partners we design customized alternatives that foster trust, help protect future legacy, and inspire confidence for years to come.
Allied Wealth Partners, an independent financial services firm, empowers clients to achieve their goals and build an enduring legacy with confidence through its open architecture, extensive experience & longevity, and scalable solutions. Located in the tri state area (CT, NJ, NY) and beyond, Allied Wealth Partners serves individuals, families and businesses by providing independent and personalized advice by an advisor who is capable of helping them achieve what they want from life. Our independent structure allows clients to benefit from a diverse array of solutions that align precisely with their needs. This approach empowers clients with tailored flexibility as their situation & goals evolve. Since our inception, we have over 50 years of experience helping clients of different needs, backgrounds and aspirations achieve their goals. Partnering with us means tapping into a wealth of seasoned knowledge and a legacy built on reliability and trust. By leveraging the diversity of our advisor network, we meet the dynamic needs of clients across various markets. Our advisors have unparalleled access to established experts in various fields, ensuring that no challenge goes unmet. Yet the heart of our firm is made up of a tight knit team that cultivates a supportive community, creating a positive and engaging experience for our clients. Contact us to speak to a member of our team today and discover how we can help you achieve your financial goals. Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
10/01/2026
This Quarterly Recap summarizes market performance, major events and news from Q3 2026. Read more here:
2026 Third Quarter Recap Markets carried their momentum into the third quarter, with the S&P 500 finishing near record highs. However, the Dow Jones Industrial Average ended 5.1% below…
09/29/2026
In Cetera's latest commentary, they explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape. Discover what’s driving the recent volatility and how investors can navigate an increasingly temperamental market environment.
The Temperamental Era Hits Stocks, Too In our latest commentary, we explore how higher rates, geopolitical uncertainty, and shifting market expectations are shaping today’s investment landscape.…
09/28/2026
A busy week of economic data could have major implications for markets.
In this week's episode of , Brian Klimke breaks down the key reports investors will be watching, including Friday's nonfarm payrolls report, wage growth, PCE inflation data, and ISM Manufacturing.
With markets focused on both Federal Reserve policy and rising long-term Treasury yields, stronger economic data could reignite concerns about inflation and higher rates.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/21/2026
The Fed's latest rate decision has captured attention, but earnings season may provide additional insight into the health of corporate America.
In this week's , CIO Gene Goldman discusses earnings expectations, the sectors driving recent growth, and key areas to watch as companies begin reporting quarterly results.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/17/2026
Read the latest issue of Financial Watch here:
Financial Watch | September 2026 When you know where your money is going, it can be easier to make sure it's going toward the things that matter most to you. In this month's Financial Watch,…
09/14/2026
Could the Fed pull the trigger on another rate hike?
Inflation pressures remain elevated, so will be watching Wednesday's FOMC meeting closely.
Chief Market Strategist Brian Klimke discusses what the Fed is expected to do, why inflation remains a challenge, and what bond markets are signaling for the year ahead in .
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/10/2026
Allied Wealth Partners is happy to announce the newest member of our team, Michael Lomet! Michael will be bringing his experience and expertise to our Manasquan, NJ office. He can be reached at [email protected] or (732) 272-6896.
Welcome, Michael!
09/08/2026
Jobs, inflation, and interest rates remain closely connected, making this week's inflation data especially important for markets and the Federal Reserve.
Join CIO Gene Goldman on this week's episode of as he examines the final inflation reports before the Fed's September 16 meeting, what recent labor market data tells us about the economy, and why persistent price pressures could influence the outlook for interest rates and market performance.
The Week Ahead | Cetera “Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...
09/08/2026
Read the latest issue of Retire Wise here:
Retire Wise | September 2026 For a lot of retirees, filing for Social Security felt like crossing a finish line. But the strategy behind that decision doesn't have to stay frozen the day…
09/07/2026
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14 Walsh Drive, Suite 100
Parsippany, NJ
07054
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