Tom Froehlich

Tom Froehlich

CIMC®, CIMA®

A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65,and 24 securities licenses, and is also licensed to provide Life, Health and Property and Casualty insurance services to his clients. Tom helps C-Level executives and their families to solve problems and make wise choices as it pertains to managing wealth and transcending their legacy. Specializing in Investment Management, Tom is a consultant to various accountants and attorneys called upon to advise their clientele. Tom’s collaboration brings clarity and continuity to the planning process creating a clear and simple path clients understand.

Tom is also president and CEO of Froehlich Financial Group, LTD., a Wealth Management firm that provides customized solutions to professionals, business owners and their families in the areas of Financial Planning, Investment Management and Estate Preservation. Froehlich Financial Group also provides services to executives participating in Deferred Compensation Plans that were designed and implemented for their companies by American Executive Benefits, Inc.

A frequent guest speaker for various companies, organizations, and associations, Tom shares his expertise on retirement planning, investment management, and estate preservation. Tom has served on the board of directors and is the past president of The Wealth Advisor Institute; he’s a member of the Financial Planning Association and is the founding President of the New York Chapter of the Investment Management Consultants Association (investmentsandwealth.org). Active in his community, Tom is also the President of the Monmouth Business Group.

Tom is also very active with the American Cancer Society. He is a devoted Business and Industry Partner, serves on the Corporate Leadership Council for both Ocean and Monmouth Counties and sits on the board of directors for the Jersey Shore Region.

Married with three children and two grandchildren, Tom uses his 32 years of industry knowledge and experience to provide his clients with superior wealth management.

Phone 732-974-6400
Fax 732-974-3703