To expand the scope of services and depth of expertise available to its clients, Weber, Shapiro & Company, LLP, Woodcliff Lake-based accounting and consulting firm, is merging its investment and financial planning practice into NCM Capital Management, LLC, Ramsey. NCM is an SEC-registered wealth advisory firm specializing in investment strategy and financial planning led by Founder and Principal Nicholas LaVerghetta. As part of the agreement between the two firms, WS & Co. Managing Partner Mark S. Weber, CPA, PFS, CFS, CGMA, will become a Principal of NCM. WS & Co.’s other service lines are not part of the merger.
“Both Nicholas and I are committed to providing sound financial advice and personalized attention to our clients,” Mr. Weber noted. “Combining our expertise and resources enables us to operate more efficiently while enhancing our value proposition to the individuals and businesses we serve. Nick is a leader in his field, and I look forward to working closely with him on behalf of our clients.”
“I’m delighted that Mark will be integrating Weber, Shapiro & Company’s investment practice into NCM,” said Mr. LaVerghetta. “Mark’s integrity and extensive expertise in all aspects of financial planning will serve as great assets for our current and future clients.”Related Articles: