Northeast Private Client Group

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Northeast Private Client Group Northeast Private Client Group is a boutique financial services advisory firm. OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400.

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. NORTHEAST PRIVATE CLIENT GROUP is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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Our team at Northeast Private Client Group had a great experience at Smile Together and Vet Together 2026, connecting wi...
10/20/2026

Our team at Northeast Private Client Group had a great experience at Smile Together and Vet Together 2026, connecting with dental and veterinary professionals, industry leaders, and fellow exhibitors who share a commitment to professional growth and long-term success.

Events like these remind us of the value of bringing professionals together to exchange ideas, explore opportunities, and build lasting relationships.

Thank you to the organizers and everyone who stopped by our booth to connect with our team!

10/19/2026

Our team recently took on the Morristown Halloween Half Marathon, putting their endurance, determination, and team spirit to the test!

Congratulations to Ben Bush, Steph Bush, Kate Motherway, Gianna DeMayo, Falisha Ramani, Beverly Klepper, Sweta Shah, Pablo Castillo, Lucas Murphy, Braezen Subick, and Tammy Deleon on completing the half marathon! 👏

A big thank you to everyone who came out to cheer on our runners and show their support. We’re proud of our team for taking on the challenge and crossing the finish line together!

Your expertise can only create opportunities if the right people know it exists.On Wednesday, November 4th, join our CEO...
10/16/2026

Your expertise can only create opportunities if the right people know it exists.

On Wednesday, November 4th, join our CEO, Mark B. Murphy, award-winning Book & Business Strategist, NGNG Enterprises with Amber Vilhauer, and YouTube and content expert, Mike Liguori, for a conversation about building greater visibility, strengthening credibility, and creating meaningful connections as we look ahead to 2027.

Together, they’ll explore how your knowledge, experience, and unique perspective can become powerful assets for growing your influence beyond traditional marketing. From publishing and personal positioning to content and digital visibility, you’ll walk away with practical ideas for helping the right audience discover what you have to offer.

Because the right people may already be looking for someone like you. The question is... can they find you?

📅Wednesday, November 4th, 2026
⏰ 12:00-1:00 PM ET

Save your spot: https://bit.ly/BeChosenbytheRightPeopleWebinar

Great leadership begins with a willingness to think beyond the day-to-day operations of your practice and focus on build...
10/12/2026

Great leadership begins with a willingness to think beyond the day-to-day operations of your practice and focus on building a stronger future.

Fortune Management's Camp CEO in Pebble Beach, California, brought together dental practice owners and industry professionals for meaningful conversations, practical strategies, and valuable connections centered on the transition from practice owner to CEO.

A special thank you to Marla Tillery, Mark Webb, and Genny Zamarripa for helping bring together an experience focused on leadership, growth, and meaningful connections. We're grateful to have been part of the conversations and look forward to seeing the continued impact of the ideas shared.

For business owners, a successful exit does not begin when an offer is on the table. It begins with the decisions you ma...
10/08/2026

For business owners, a successful exit does not begin when an offer is on the table. It begins with the decisions you make years before the transition.

On November 4, our CEO, Mark B. Murphy, CLU®, ChFC®, will join a distinguished panel of business leaders and advisors for Exit Strategies for Business Owners: Don’t Leave Money on the Table, a conversation focused on the steps owners can take to protect and maximize the value they have spent years building.

Mark will be joined by Bill Barrett, CEO of Mandelbaum Barrett PC, Alan Scharfstein, CEO of The DAK Group, Steven DeAngelo, Founder and Principal of St. Agrestis, and Marc Dispensa, Founder of WhatIf? Collective. The discussion will be moderated by Peter A. Levy, Senior Counsel at Mandelbaum Barrett PC.

Together, the panel will explore preparing a business for sale, understanding and maximizing enterprise value, navigating the complexities of a transition, and learning from business owners who have successfully gone through the process themselves.

Whether your exit is on the horizon or still years away, thoughtful preparation today can create more options and greater clarity when the time comes to make one of the most significant decisions of your career.

Event Details:

📅 November 4, 2026
⏰ 6:00-9:00 PM ET
📍 Il Tulipano | Cedar Grove, NJ

Space is limited. Reserve your spot today: https://bit.ly/3SpoG9D

We had the opportunity to join dental professionals and industry leaders at Beyond Chairside: Navigating Exit Strategies...
09/25/2026

We had the opportunity to join dental professionals and industry leaders at Beyond Chairside: Navigating Exit Strategies for Dentists at the NJDA Headquarters.

For practice owners, preparing for the next chapter is about much more than deciding when to sell. It requires thoughtful planning around practice value, financial strategy, transition goals, and the legacy you ultimately want to leave behind.

The evening brought together perspectives from across dentistry, finance, law, and practice transitions for an important conversation around the decisions dentists can make today to better prepare for tomorrow.

We were proud to be part of the discussion and grateful to Mandelbaum Barrett PC, the New Jersey Dental Association, MAX Surgical Specialty Management, and ddsmatch.com for helping bring this educational event together.

Thank you to everyone who joined us and contributed to such a thoughtful conversation. We always value opportunities to connect with the dental community and help practice owners approach their futures with greater clarity and confidence.

We’re heading to Las Vegas! ✈️Northeast Private Client Group is excited to be part of Smile Together and Vet Together 20...
09/21/2026

We’re heading to Las Vegas! ✈️

Northeast Private Client Group is excited to be part of Smile Together and Vet Together 2026, where dental and veterinary professionals from across the country come together for three days of education, connection, and new opportunities.

We're looking forward to meeting practice owners and leaders from both communities and continuing conversations around the financial strategies that can help entrepreneurs build stronger businesses, prepare for what’s ahead, and create multigenerational wealth.

Whether you’re attending Smile Together or Vet Together, be sure to stop by and say hello. We’d love the opportunity to connect with you!

📅 October 1–3, 2026
📍 Las Vegas Convention Center, West Hall | Visit us at Booth #317 (On the Smile Together Side)

See you there!

09/16/2026

An internship is more than a summer experience. It can be the beginning of what comes next.

This summer, our 2026 interns had the opportunity to learn, contribute, collaborate, and experience firsthand what it means to be part of the Northeast team. From gaining real-world exposure and developing new skills to building relationships with professionals across our firm, each step was an opportunity for growth.

Our Internship Journey video captures their experience through their own perspectives, highlighting the lessons they learned, the connections they made, and the moments that helped shape their summer at Northeast.

Watch the full 2026 Internship Journey video on our YouTube channel to hear directly from this year’s interns and see more from their experience ➡️ https://bit.ly/InternshipJourney2026

Our Chief Investment Officer, Christopher Pike, CFA®, shares his latest insights in this week's Thinking Out Loud note, ...
09/15/2026

Our Chief Investment Officer, Christopher Pike, CFA®, shares his latest insights in this week's Thinking Out Loud note, "Two Sides of Different Coins".

🔹AI-related stocks have come under pressure as higher interest-rate expectations, concerns over AI monetization, and growing regulatory and safety scrutiny have weakened investor sentiment.

🔹We distinguish between frontier AI development and the broader AI infrastructure opportunity. Regulation or slower progress in advanced AI models does not necessarily translate into weaker demand for data centers, semiconductors, networking, power, cooling, and electrical equipment.

🔹Demand for computing extends well beyond frontier models. Existing AI applications, cloud computing, software development, data processing, simulations, and other digital workloads should continue to require significant computing capacity.

🔹Risk increases as investors move higher in the AI value chain. Frontier-model developers face greater regulatory, competitive, and profitability risk, while infrastructure providers benefit from a broader mix of AI and non-AI demand.

🔹We believe overbuilding is the more important long-term risk to the infrastructure thesis. Excess computing and data-center capacity could pressure utilization, pricing, and returns; however, concerns about slower frontier-model development may be having an outsized influence on infrastructure stocks in the near term.

Click here to read the full report: https://bit.ly/TOLTwoSidesofDifferentCoins

This Labor Day, we recognize the people whose dedication, talent, and commitment make progress possible every day.At Nor...
09/07/2026

This Labor Day, we recognize the people whose dedication, talent, and commitment make progress possible every day.

At Northeast, we know that the strength of our firm begins with our people. We are grateful for the professionals across our team who bring their expertise, energy, and care to the work they do and to the clients and communities we have the privilege of serving.

Today is also an opportunity to recognize hardworking individuals everywhere and the contributions they make to their organizations, families, and communities.

From all of us at Northeast Private Client Group, we hope you enjoyed a safe, relaxing, and well-deserved Labor Day with the people who matter most 🇺🇸

Address

25B Vreeland Road, Suite 300
Florham Park, NJ
07932

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