R4 Risk & Wealth Solutions

Live Your Best Life Today While Preparing For Tomorrow

Financial planner in Moorestown, NJ (show on map)

R4 Risk & Wealth Solutions is a multi-generational family business helping individuals, families, businesses, trusts, charities, and other entities achieve their financial goals since the 1970s, located in Moorestown, NJ.

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About

R4 Risk & Wealth Solutions is a multi-generational family financial services firm in Moorestown, NJ, dedicated to helping individuals, families, businesses, trusts, charities, and other entities achieve their financial goals since the 1970s. Named after founder Peter and his three sons (the four partners), R4 represents independent thinking, personalized service, integrity, and excellence.

The firm offers insurance solutions, investment advisory, financial planning, and business solutions including employee benefits planning, trust services, and tailored insurance coverage. Services are offered across 39 states for insurance and 11 states for securities through LPL Financial.

Multi-generational family business since the 1970s

National reach with local touch - licensed in 39 states for insurance

Named after founder Peter and his three sons (4 partners)

Independent firm partnering with all top vendors

All work done in-house with internal processes

Comprehensive financial services under one roof

Services

Insurance Solutions

Comprehensive insurance coverage for individuals, families, and businesses including life and disability insurance, and employee benefits such as medical, dental, and vision plans.

Life Insurance Disability Insurance Medical Insurance Dental Insurance Vision Insurance Employee Benefits Business Insurance

Investment Advisory

Investment advisory services designed to help build and maintain investment portfolios aligned with financial objectives and risk tolerance.

Portfolio Management Investment Planning Retirement Accounts Trust Services

Financial Planning

Comprehensive financial planning for retirement, education savings, estate planning, and overall financial goal achievement.

Retirement Planning Education Planning Estate Planning Tax Strategies Risk Planning

Employee Benefits Planning

Comprehensive employee benefits packages for businesses of all sizes including medical, dental, vision, and ancillary insurance lines to attract and retain key employees.

Medical Benefits Dental Benefits Vision Benefits Ancillary Insurance Benefits Package Design Cost-Efficiency Analysis

Trust Services

Trust and estate planning services to help clients organize their affairs and control how their wealth is distributed after death.

Estate Planning Trust Setup Probate Avoidance Beneficiary Management

Cash Flow Management

Cash flow management services to help businesses increase yield on their money before it's utilized.

Cash Management Accounts Business Cash Flow Financial Flexibility

Credentials & Certifications

Securities offered through LPL Financial

Member FINRA/SIPC

Frequently Asked Questions

What services does R4 Risk & Wealth Solutions offer? +

R4 offers insurance solutions including life and disability insurance and employee benefits, investment advisory services, financial planning, employee benefits planning, trust services, and cash flow management for businesses and individuals.

Who founded R4 Risk & Wealth Solutions? +

R4 was founded by Peter Rosengard, and named after him and his three sons who together form the four partners of the firm.

What areas does R4 serve? +

R4 has national reach with local touch, licensed in 39 states for insurance and 11 states for securities through LPL Financial.

What makes R4 different from other financial services firms? +

R4 is a multi-generational family business that treats every client like a member of their own family. They differentiate through unwavering commitment to superior service, transparent fee structure, and personalized approach.

What types of clients does R4 serve? +

R4 serves individuals, families, businesses, trusts, charities, foundations, and other entities. Their business clients range from small startups to large corporations and include public service industry workers, teachers, investors, lawyers, charities, technology companies, and transportation companies.