Princeton Wealth Management Alliance

Princeton Wealth Management Alliance

The firm was founded by Kedrick, an Accredited Wealth Management Advisor who began his career at Gruntal Inc. in 1994. He later served as a Senior Vice President at Oppenheimer & Co., where he spent 12 years before launching an independent practice. Princeton Wealth Management Alliance operates as a registered investment advisor, offering fiduciary guidance to individuals, families, corporations, and charitable organizations. The investment approach mixes traditional asset-allocation strategies with access to alternative investments. The firm structures client portfolios through a combination of custom strategies, retirement solutions including defined-benefit and defined-contribution plan administration, and trust-account management. Public disclosures do not specify named portfolio companies or fund commitments — the platform appears built around individual security and direct-index-style custom accounts rather than widely reported direct deals. The firm serves clients across the United States from its Princeton office, and it does not publish geographic mandates beyond its nationwide reach. Kedrick leads the firm as Founder and Managing Director, leaning on over three decades of advisory experience. The website does not list additional team members, nor does it disclose total assets under advisement or a headcount number. All brokerage accounts are custodied at Charles Schwab. The firm also provides employee-group pre-retirement financial counseling and seminars alongside its core wealth-management offering. No adjacent philanthropic foundations, real-asset arms, or peer club memberships are publicly reported. Princeton Wealth Management Alliance distinguishes itself through a fiduciary structure that merges a boutique's individualized service model with the custodial and execution infrastructure of Charles Schwab. The firm markets the pairing as 'the best of both worlds' — a deliberate architecture that aims to deliver personal advisory attention while relying on a large global custodian for trade execution, reporting, and asset safety.