For over 30 years, Hallmark has provided wealth management and financial planning services to individuals and institutions, with approximately $2.1 billion in client assets under management. We proudly serve clients nationwide from offices in New Jersey, New York, Long Island, West Palm Beach, Orlando, and Tampa. A Comprehensive Team Approach Our in-house investment management team does all the research and security selection, then provides ongoing portfolio management tailored to your goals, risk tolerance, income needs, and preferences. Our Proprietary Investment Process We use established strategies built with individual securities to help you construct a portfolio with more transparency, customization, tax efficiency, and lower costs. Our Commitment to You Our fiduciary responsibility aligns with our clients' interests, which means when their assets grow, we grow. Let us be your partner in growing, protecting, and enjoying your wealth using a disciplined and sustainable approach.