About Artisan Wealth Management
Founded in 2008, Artisan Wealth Management, LLC brings together professionals with decades of experience in investment management, tax planning, risk management, and estate and business planning. As a privately owned, independent firm, we offer objective counsel to the individuals and families we serve across the country.
“Substantial wealth and its inherent complexities demand a management approach that seamlessly integrates multiple financial disciplines into a cohesive strategy.”
Edward R. Collins, CFP®, AAMS, RFC
What Makes Us Unique
We believe that our integrated approach, where multiple advisory services are unified by a consistent and coherent vision, brings tremendous value to our clients in ways that extend beyond the bottom line. Clients do not need to play the intermediary between multiple advisors, who may have differing priorities, philosophies and incentives.
When questions do arise, our clients only need to call us. Our goal for them is that clients gain tremendous confidence knowing that our recommendations are based on working toward specific goals outlined in their life plan, and not influenced by other financial considerations.
This “one team” approach is enhanced by the fact that we have adopted an operational philosophy of putting our clients’ interests above our own. In a very real way, the professionals at Artisan Wealth Management, LLC play the role of Personal CFO in the lives of our clients.
From its founding, Artisan Wealth Management, LLC has been established as an ensemble firm. This means that every client is offered the collective experience of each of its professional team members. This also means that continuity of service is maintained regardless of the availability of any individual team member at any one time. The founding partners made a conscious decision to structure the firm this way. They felt that this was the ideal design in light of the client-centered approach they wished to take with each client relationship.
Collaboration results in leveraged professional guidance. With more than six decades of cumulative experience in the financial services industry, the professionals at Artisan Wealth Management, LLC look forward to being your trusted guide in the journey toward financial independence.
We invite you to check the background of investment professionals associated with Artisan Wealth Management, LLC by using FINRA’s BrokerCheck.
Edward R. Collins, CFP®, AAMS, RFC
Founding Partner & Wealth Advisor
Passionate about what he does for a living, Mr. Collins specializes in the complex areas of integrated wealth management and investment portfolio design. He dedicates himself to helping his clients enhance their financial literacy and work toward their financial goals and objectives. As a private wealth manager, he is the financial planning team leader for his clients, ensuring that each area of a client’s financial life is being reviewed. He then weaves those separate planning areas together into one cohesive, living document that can adapt to the dynamic nature of life.
A true student of “wealth management”, Mr. Collins has achieved advanced accreditation in the areas of financial planning, professional money management, and wealth management and has earned the prestigious CERTIFIED FINANCIAL PLANNER (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. in Washington, D.C., the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in Colorado, as well as the Registered Financial Consultant (RFC) designation from the International Association of Registered Financial Consultants in Ohio. Mr. Collins has earned his Series 7, Series 66, and Series 24 securities registrations held through LPL Financial, as well as his Life and Health Insurance Licenses. Mr. Collins earned his Juris Doctorate (J.D.) from Seton Hall University School of Law, and graduated Magna Cum Laude from Caldwell University with a double major in History (B.A.) and Psychology (B.A.), a minor in Political Science and a Certificate in Government Service and Administration. He started his professional career working with the United States Department of Justice, but transitioned to private wealth management planning in 1998.
Serving clients from Connecticut through Florida and as far west as California, Mr. Collins spends some time traveling across the country. An avid tennis player, he can often be found on a tennis court when not in a meeting with a client or at an industry conference. Community Service plays an important role in Mr. Collins’ life. He is a member of the Board of Trustees for Caldwell University. He is a member of the Alumni Board and serves on the Business Advisory Council of Caldwell University as well. He serves as a Trustee and Treasurer of the Brian C. Kull Memorial Foundation, Inc., a foundation that issues college scholarships to students that demonstrate excellence in the areas of service, leadership and fellowship within their community. Mr. Collins and his wife, Irina, are active members of the North Hunterdon-Clinton Kiwanis Club, a volunteer organization that engages in many local service initiatives near their home in Annandale, New Jersey. Along with their son Ryan and their daughter Victoria, they enjoy traveling, both locally, for the occasional weekend getaway, and to warmer climates when their schedules permit.
Mr. Collins is securities registered to work with clients who live in the following states: CA, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA
David N. Lambert
Founding Partner & Wealth Advisor
Mr. Lambert has built a practice specializing in serving the financial planning and wealth management needs of executives, professionals and various other individuals throughout the country. As a private wealth manager, he develops customized financial plans for his clients then walks with them as a wealth advocate through the implementation of those financial plans. He specializes in client portfolio design, options analysis and risk assessment, which we believe sets him apart from the typical financial advisor. Mr. Lambert offers clients valued insight into executive compensation planning including Incentive Stock Options and Employee Stock Option Plans, as well as concentrated stock diversification strategies.
Mr. Lambert has dedicated himself to becoming a true expert in the various areas of financial services. He has distinguished himself through the diligent acquisition of his Series 7, Series 8, Series 63, Series 66, and Series 24 securities registrations held through LPL Financial. He also has his Life, Accident and Health Insurance Licenses.
Mr. Lambert is a graduate of Colgate University (BA) and New York University’s Leonard Stern School of Business (MS). With over three decades of intense experience within the financial services industry, Mr. Lambert offers his clients a wealth of knowledge and dedicates himself to developing the most appropriate strategies to help solve the challenges facing each client’s financial life. Mr. Lambert spent fifteen years on Wall Street as an institutional trader and fixed income specialist focusing on risk management and portfolio design. He brings the institutional experience and wisdom, gained on Wall Street, back to Main Street in order to benefit the lives of his clients.
With a strong commitment to community, he volunteers his knowledge and a great deal of his free time to numerous causes. He is a former Trustee of the Hunterdon Medical Center Foundation, where he also served as Chair of the annual Golf Classic. He has been a long time member of Saucon Valley Country Club and chairs the Saucon Sanctuary Committee as well as serving on the Golf and Green Committee. Mr. Lambert is a member of the President’s Club of Colgate University and, with his wife, Aleta, and their two daughters, Jennifer and Amanda, is an active member of Bethlehem Presbyterian Church in Pittstown, New Jersey where he serves as an Elder.
Mr. Lambert is securities registered to work with clients who live in the following states: CA, CT, DC, FL, GA, IL, MA, MD, NC, NJ, NY, OH, PA, RI, SC, VA
Lawrence Wefferling, CPA
Mr. Wefferling’s practice has been focused on helping individuals, families and businesses work toward the financial futures they desire by incorporating his experience in tax planning strategies within the portfolio of wealth management services that he offers to clients.
Being a CPA has afforded Mr. Wefferling a unique perspective into the financial lives of his clients. Combine that with his Series 7 and Series 66 securities registrations held through LPL Financial, and his clients enjoy a multi-discipline approach to pursuing their wealth management needs. Mr. Wefferling is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA). Mr. Wefferling is a Cum Laude graduate of Nichols College with a B.S. in Business Administration.
Community service plays a large role in Mr. Wefferling’s life. He is a life member of the North Caldwell Fire Department, Member of the West Essex Technical Rescue Team, and member of the Rotary Club of the Caldwells. Mr. Wefferling enjoys various indoor and outdoor activities with his wife, Debbie, and their two daughters, Julia and Meghan.
Mr. Wefferling is securities registered to work with clients who live in the following states: FL, GA, NJ, NY, SC
LPL Financial and Artisan Wealth Management, LLC do not provide tax preparation services or specific tax advice.
Actively supporting the communities in which we live and work is a firm-wide commitment and one of our company’s core values. Artisan Wealth Management, LLC supports charitable organizations with gifts of time, talent and treasure in the communities where we do business. We are committed to expanding our outreach and inspiring others to be charitably inclined. The Partners at Artisan Wealth Management, LLC are responsible for identifying outreach opportunities and cultivating employee involvement.
We support many local and national charities and non-profit entities, including America’s Grow-A-Row, Caldwell University, Colgate University, Hunterdon Medical Center Foundation, Kiwanis International, Saucon Sanctuary, and Seton Hall University School of Law to name a few. As a firm, we lend support to one charitable community event twice per year.
In addition to the time, money and energy we devote as a firm to various causes, our individual team members engage with organizations that are important to them personally.
“Whether it’s making a contribution, participating on a non-profit board, or getting our hands dirty at a service project, philanthropy plays an extremely important role at Artisan Wealth Management, LLC. This is a core value at our firm. It brings us closer to the community and makes us better, more empathetic advisors.”
Edward R. Collins