MEET OUR FOUNDERS
STEVE MELCHIORRI
Certified Financial Fiduciary
Managing Partner
STEVEN SIROT
Financial Services Professional
Managing Partner
OUR PHILOSOPHY
OUR COMMITMENT
At Cumulative Wealth Solutions, we create custom comprehensive plans to help our clients achieve their financial goals. Whether paying off debt, saving for retirement, investing for education, protecting against risk, minimizing taxes, or managing estate distribution, we are here for you.
Contact us today to
OUR TEAM
With our 25 years of experience, our team is dedicated to helping our clients meet their financial goals.
OUR COMMUNITY
COMMITMENT
Giving back to our community is important to us so we have become Chapter Presidents of AFEA: American Financial Education Alliance, an IRS-approved, 501(c)(3) non-profit organization whose mission is to empower Americans to take control of their finances by providing local communities with objective financial education. We host "Understanding Social Security and Medicare" seminars in Whippany, Chatham, and Parsippany, NJ twice a month. These seminars are focused solely on educating our community and helping people understand how to best claim their social security benefits so nothing gets left on the table. We welcome all to attend!
Get in Touch
7 Ridgedale Avenue, Suite 206
Cedar Knolls, New Jersey 07927
(973) 255-4980