We are open, honest, and straightforward. We value trust, communication, and accountability. We want to help you accumulate, grow, and preserve wealth. But more than that, we want to be your lifelong financial partner and provide you with advice, guidance, insight, and peace of mind.
Your financial decisions have consequences. Our independent, full-service approach provides a broad overview of your financial picture so you can make decisions strategically and stay on track.
Everyone at Tepp Wealth Management is deeply passionate about helping our clients achieve their current and future financial objectives. We understand this requires hard work, vision, commitment, and absolute attention to detail every day.
Our recommendations to you are substantiated by our extensive technical expertise and are grounded in empirical data. We use sophisticated software applications to determine the best-case scenarios for your wealth management.
Our clients put a tremendous amount of trust in us because they task us with protecting their financial future. We give you our word that we will always do what is in your best interests— not ours or anyone else’s.
David Tepp is the founder and managing principal of Tepp Wealth Management, a SEC‑registered investment advisory firm based in Westfield, New Jersey. A licensed CPA and Accredited in Personal Financial Planning (PFS), he also holds an MBA, giving him a rare combination of technical mastery and strategic insight into both financial planning and client-first wealth management.
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David Tepp is the founder and managing principal of Tepp Wealth Management, a SEC‑registered investment advisory firm based in Westfield, New Jersey. A licensed CPA and Accredited in Personal Financial Planning (PFS), he also holds an MBA, giving him a rare combination of technical mastery and strategic insight into both financial planning and client-first wealth management.
With over 20 years of experience, David specializes in delivering comprehensive, tax‑smart strategies for high-net-worth individuals and families. He approaches wealth management holistically—integrating investment advisory, retirement planning, estate design, and risk mitigation under one unified framework. His multidisciplinary perspective enables clients to build and preserve wealth through life’s transitions with confidence and clarity.
David earned his MBA from New York University, bringing both advanced business analysis and behavioral insight to his practice. Before founding the firm, he honed his expertise at top-tier accounting firms, where he built a deep foundation in financial mechanics and leveraged that knowledge to deliver strategic, client‑focused solutions.
Responsible for all tax compliance and has over 20 years of experience in business, individual, and trust/gift/estate taxation. Anat is a licensed CPA in New Jersey and New York, she has a Master of Taxation from Rutgers University and a Bachelor’s degree from Wagner College. Anat stays active with yoga and strength training and is passionate about travel, reading and the arts.
Cortney assists with providing client support for financial planning. She efficiently handles client queries, the processing of account paperwork and organization of filings. She has an MBA from Strayer University and a Bachelor’s degree from Douglass College, Rutgers the State University of New Jersey. Cortney loves to spend time with family and work out at the gym. She enjoys vintage fashion and cooking meals from scratch.
Naomi has over 15 years of financial services experience. She is responsible for financial planning client support, assisting with tax preparation and administrative projects. She has a BA from Cornell University and an MBA from NYU. Naomi is active in the community and enjoys reading, and spending time with family and friends.
Maria is a Series 65 Licensed Investment Advisor Representative who provides ongoing support for all financial planning clients. She is responsible for all service processing and assists clients with financial planning and investing. She has a B.A. from Drew University and is fluent in both English and Greek. Maria enjoys reading, traveling to Greece, and cooking.
Tara has over 20 years of experience in marketing communications. She develops messaging and manages content for our website, social media and publications. Tara has a bachelor’s degree in Communications from the University of Rhode Island. Tara dedicates time to a variety of local-not-for-profit agencies and enjoys Pilates, pickleball, cooking, and family vacations.
Grace is a licensed CPA in New Jersey with over 30 years of experience in bookkeeping and tax preparation. She is responsible for the accounting and day-to-day management of our business clients and helps prepare tax returns for both individual and business clients. Grace has a B.S. in accounting from Seton Hall University. Her hobbies include crafts, jigsaw puzzles, and spending time at the Jersey Shore.
Marc has over 10 years of experience in accounting and tax preparation with a wide range of clientele. He is currently studying for the CPA exam. Marc has a Bachelor’s degree and an MBA from Monmouth University. He enjoys staying active with various workout regimes and, from time to time, can be found in competitions. Marc also enjoys spending time with animals and exploring new eateries.
Jon started his career in finance at HBO PPV Sports as a financial coordinator, where he worked for over 10 years. Jon then spent 7 years volunteering as Treasurer, President and Vice President on his children’s elementary school PTA Board. He is the newest member of the Tepp Wealth team and is responsible for the bookkeeping of clients and assisting with tax preparation. Jon has a B.A. from the University of Delaware. He loves spending time with his family, playing ice hockey and is an avid vinyl collector.
Sarah honed her client service expertise through a previous career in the entertainment industry as a celebrity relations, non-profit, and special events manager for companies including Paramount Pictures and St. Jude Children’s Research Hospital. She brings this level of attentive service to Tepp Wealth, assisting with financial planning and administrative projects. Sarah has a BA from Fordham University. In her spare time, she is a proud Boston sports fan, avid reader/podcast consumer, and scheduling afficionado for her two school-age kids.
