partner at Circle Wealth Management - Summit, NJ, US
Office Manager, Client Services
Contact Paula Goldberg
Vice President
Contact Lindsay Cherashore
Executive Assistant
Contact Sarah Roytman
Owner
Contact Maria Sahury
Manager, Finance & Reporting
Contact James Devanna
Analyst, Wealth Engineer
Contact Emma Echeverri
Contact Lauren Shenloogian
At Circle Wealth Management, we seek to empower our clients to achieve their financial goals through a collaborative process that emphasizes and respects their values and priorities.