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Member Spotlight: Egan Wealth Advisors

Meet Patrick...


A brief bio…. 

I am New Jersey born and raised in Summit, attended Seton Hall Prep, before going to Fairfield University in CT. I now live in Chatham Borough with my wife Kaley and our three children, ages 4, 2 and 1.


How & why did you start your business?

I went to Fairfield University and studied Finance. I knew I wanted to be involved in helping individuals with their finances, and I wanted to have a personal relationship with my clients.  During my studies, I found Financial Planning was the perfect fit for me.  I have being doing this since college and enjoy how every day is unique and different, just like each client we serve.         

          

What do you want the community to know about your business and service offerings?

Egan Wealth Advisors is a Fiduciary Financial Planning firm that works with pre-retirees, retirees, small business owners, and young high net worth professionals. Our primary planning areas include Investment Management, Estate Planning, Tax Planning, Insurance Planning, Retirement Planning, and overall Family Office services. We have a deep meaningful relationship with our clients as we help them plan and manage for the multiple stages of life.


Tell the community something about YOU as an individual, outside of your business role.

Outside of work, I am very involved in the community of Chatham and most importantly a father to my three children under the age of 4.            


Organizations you're involved in/causes you support? John Taylor Babbitt Foundation to support sudden cardiac awareness.         

              

Favorite Color? Blue 

Favorite Vacation Spot?  Cape Cod            

Favorite Movie?  Remember the Titans                  

                                               


Contact me for a free Financial Planning consultation to review our services to see if your goals and needs align with our service and process.

908.723.5185



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