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(732) 332-0251
james.luongo@lpl.com
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You Know Where You Want To Go,
Let Us Help You Get There. 

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Everyone’s dreams and circumstances are unique. With over 30 years of industry experience, we have been able to develop a comprehensive process to uncover and address your dreams and concerns. A successful partnership means getting to know you first and working with you to put together a financial
roadmap to help you pursue your goals.

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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Process

Our Process

Discover what makes Luongo Wealth Management different from other firms.

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Health and Wealth Book

Health and Wealth Book

A Comprehensive Guide to Health and Wealth Management.
By James M. Luongo, CLU, ChFC

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Risk Score

Risk Score

Everyone has a risk number.
Let’s find out yours.

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Resource Center

Resource Center

Our resource center offers a broad spectrum of informative articles, videos and presentations written with you in mind.

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