New Jersey-based team of former Ameriprise Advisors launches RIA, Laurel Oak Wealth Management.

A team of five former Ameriprise Advisors has launched Laurel Oak Wealth Management, a new independent registered investment advisory firm in New Jersey. The team, which manages over $2.3 billion in client assets, offers personalized financial planning and investment management services to clients across the US. Laurel Oak focuses on customized strategies in retirement planning, legacy preservation, and complex financial transitions.

A team of five former Ameriprise Advisors has launched Laurel Oak Wealth Management, a new independent registered investment advisory firm in New Jersey. The team, which managed over $2.3 billion in client assets, offers personalized financial planning and investment management services to clients across the U.S. Laurel Oak focuses on customized strategies in retirement planning, legacy preservation, and complex financial transitions.

The firm, founded by industry veterans Christopher Heiser, Robert Andreacchio, Louis LaSelva, Matthew Fitzgerald, and Keith Radimer, combines more than 135 years of collective wealth management experience. Previously with Ameriprise Financial, the team has found success serving multigenerational families, professionals, and business owners. Their expertise lies in providing customized strategies for retirement planning, legacy preservation, and navigating complex financial transitions.

Laurel Oak's goal is to create a firm where advice is personal, communication is clear, and clients always come first. As an independent RIA, the firm has the flexibility to tailor strategies without the limitations of a corporate agenda. The team has adopted a modern tech stack to streamline onboarding, reporting, and communication, ensuring less paperwork, faster response times, and greater transparency.

To support its mission, Laurel Oak has chosen Goldman Sachs as its custodial partner. Goldman Sachs' digital-forward platform will enable the firm to access institutional-grade tools, enhancing both client security and service delivery. The dedicated transition support staff at Goldman Sachs helped ensure a smooth move, resolving any complications quickly and efficiently.

“We are pleased to be the custodial platform of choice for Laurel Oak Wealth Management,” said Bill Dalton, Head of RIA Custody Sales at Goldman Sachs. “Our digital-forward platform will enable their advisors to access Goldman Sachs' institutional-grade products and services. Our team looks forward to working with Laurel Oak Wealth Management and supporting them as they grow.”

“Our growth has always been rooted in one principle: showing up for people when it matters most,” added Louis LaSelva. “Laurel Oak represents that mindset at scale.”

Laurel Oak Wealth Management’s main office is located at 5 Greentree Center, 525 Route 73 N, Suite 200, Marlton, NJ. For more information, visit [www.laureloakwealth.com](http://www.laureloakwealth.com).

References:
[1] https://www.businesswire.com/news/home/20250724728477/en/Former-Ameriprise-Advisors-Launch-RIA-Laurel-Oak-Wealth-Management-Backed-by-Goldman-Sachs
[2] https://www.businesswire.com/news/home/20250724728477/en/Former-Ameriprise-Advisors-Launch-RIA-Laurel-Oak-Wealth-Management
[3] https://www.fa-mag.com/news/-ex-ameriprise-team-with--2-3b-in-aum-launches-ria-in-n-j-83423.html