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Financial Planning for the Future You Deserve

Make financial decisions with confidence,

and reap the rewards of smart planning

SCHEDULE A CALL

FIND

CLARITY

BUILD 

CONFIDENCE

ENSURE

SUCCESS

Big decisions ahead?

We realize that making big financial decisions can be tough and even confusing, and that without the right guidance you might feel anxious and unsure about the future.

We can help

We help you simplify and prioritize what's important

Lifestyle Priority Plan

Clarify your priorities

Define your lifestyle

Determine career goals

Envision your future

Create your Money Map

Develop your flexible plan

 

We coordinate your assets to prepare for the future

Balanced Investment Strategy

Asset Growth

Preservation & Safety

Personal Investments

Corporate plans & benefits

Company stock & options

Contributions & withdrawals

 

We help you stay the course to live the life you want

Proactive Wealth Process

Career Management

Liabilities

Protection

Legacy

Transitions

Tax Efficiency

Michelle Kaufman, CFA, CPWA®

Principal

We know that high achieving women and couples have unique challenges and ambitious goals. You’re juggling a lot of responsibilities and your time is limited – that’s why it’s so important to prioritize and focus on what you do best.

With nearly 15 years of experience in finance, we guide our clients through the maze of financial choices, enabling them to feel more confident and optimistic about the future.

READ MORE ABOUT US

Why work with Prioritas?

Our approach to financial planning is unlike the big companies, where you can get lost and sometimes feel like just a number. We invest our time into building a strong relationship that will benefit you greatly over time, and we support you as your life evolves and new challenges and opportunities present themselves.

As an independent fiduciary advisor, we’re here to listen, to understand you, and to guide you to make the most informed decisions possible.

Stay prepared for life’s challenges

Put your kids through college without worry

Retire comfortably on your own terms

Find peace of mind that you’re getting the right guidance for you

Make smart career moves and decisions

Create more possibilities for your life

Life’s biggest decisions deserve an advisor you can trust.

We help you make financial decisions with confidence

SCHEDULE A CALL

Financial Planning for the Future You Deserve

Serving you locally in NJ, NYC and virtually throughout the US
Phone: (973) 826-9475
michelle@prioritasfinancial.com
250 Pehle Avenue, Suite 200
Saddle Brook, NJ 07663

DISCLOSURE
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Dynamic Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

Michelle Kaufman is an investment advisor representative of Dynamic Wealth Advisors dba Prioritas Financial Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https://adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

FORM CRS DISCLOSURE
To comply with the SEC requirements for Reg BI/Form CRS all IARs that have a website, the following section needs to be added to the Home Page in a prominent location (just copy and paste on the Home Page) –  Please see Dynamics website https://dynamicwealthadvisors.com/clients/ and do the identical for your website.  Please use the exact same links as on Dynamic website.

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure.

For additional information click here.

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