Private Wealth Management Group of Princeton, NJ Home

Who We Are

WE STRIVE TO EMPOWER ALL OF OUR CLIENTS TO DISCOVER THEIR DEFINITION OF WEALTH WHILE PROVIDING THE CONFIDENCE TO ACHIEVE IT.

Private Wealth Management Group was founded in 1998 as a Fee-Only™ comprehensive financial planning firm. We are located in Princeton, New Jersey and we service clients both locally and nationally. There are two CERTIFIED FINANCIAL PLANNER® practitioners in the firm, both of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Private Wealth Management Group offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise.

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What Do We Do?

At Private Wealth Management Group, we compassionately and thoughtfully direct our clients in making sound financial decisions. Our goal is to help our clients reduce the stress in their lives caused by financial uncertainties. With an elevated peace of mind about their financial future, our clients are poised to possess a greater sense of well-being and the freedom to live the life that they envision. We hold ourselves to a fiduciary standard for the advice we provide to our clients.

To speak with a wealth advisor about your financial goals, complete our initial questionnaire and we will reach out to you to set up a meeting or a call.

Why We Do What We Do

Every employee at Private Wealth was looking for a change. They all wanted a place where their values would align with their employment. We all enjoy helping people seek and fulfill their goals. We want to establish relationships and help discover their values while simplifying the complexities associated with wealth management. Private Wealth is a dynamic and fulfilling work place that allows all employees to grow and establish real relationships with clients.

To read articles written by members of our team, please visit our blog page.

Our Team

  • Bob-Copy

    Robert B. Dunn, CFP® - Managing Partner

    Bob Dunn lives in a world where nothing is out of reach. He believes in setting your sights high constructing definitive and ambitious goals and steadily moving toward them.

    Bob is, first and foremost, a family man. His desire to improve the lives of everyone around him is evident in his dedication to his family, clients, co-workers and local charities. As President and Managing Partner of Private Wealth Management Group, Bob’s conviction to excellence and integrity leaves no doubt where his clients stand in the relationship, first.

    Sometimes it can be difficult to pinpoint the elements that will make a person feel wealthy. Bob takes great pleasure in helping each individual discover and achieve their definition of wealth. Through empathy and humility Bob guides a process that will help determine the values that will lay the course for every plan he prepares.


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  • Ryan V-Copy
    Ryan M. Vogel, CFP® - Managing Partner

    Ryan is a CERTIFIED FINANCIAL PLANNER®, Senior Wealth Advisor, and partner at Private Wealth Management Group. After graduating from Muhlenberg College, with a Bachelor of Arts degree in Business and a minor in History, Ryan chose to work for The Vanguard Group at their headquarters in Malvern, PA. During Ryan’s tenure at Vanguard, he served in several different client facing roles including investment education and High Net Worth client services. Ryan joined Private Wealth Management Group in 2006. In addition to developing financial plans and communicating with his clients, Ryan leads the firm’s investment committee and is also responsible for overseeing performance reporting and trading operations.


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    Ryan Dunn

    One of the greatest sources of satisfaction in my position at Private Wealth Management Group is to actively learn the art of being a good advisor from two fantastic mentors. Working with and for Bob Dunn and Ryan Vogel helps me to learn that being an advisor is not just about having experience and knowledge, but about having compassion and truly caring for the wellbeing of our clients.


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  • Kathleen-BiesiadeckiKathleen Biesiadecki

    For more than 25 years Kathy has had a career in the financial services industry. She served as Branch Manager for a large, regional bank prior to joining Private Wealth Management Group in 1994. As Office Manager Kathy wears many hats. From managing all office operations to planning client events to assisting the financial planners in providing excellent client service, Kathy finds her responsibilities both challenging and incredibly rewarding.


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  • dan-websiteDaniel Satz

    “There aren’t many professions where you have the privilege of creating such amazing, long lasting relationships, with people from all different walks of life. Seeing these relationships grow, and helping clients realize their financial goals and dreams are what keeps me motivated day to day, and brings me much joy and satisfaction.”

    Daniel Satz joined Private Wealth Management Group in 2015, and is a licensed Investment Advisor Representative. Dan has been in the financial services industry for his entire professional career. After graduating from West Chester University, with a B.S. in Business Administration, he joined LPL Financial as a Wealth Manager, where he conducted investment research, created financial plans, and maintained client relationships. After his branch office relocated to Florida, he transitioned his career to Albridge, a BNY Mellon Company, where he managed relationships with broker/dealers and Registered Investment Advisors that utilized their performance software. Although he enjoyed his tenure at Albridge, he yearned to return financial planning, where he could build meaningful relationships with clients, and help them to achieve their financial goals.

    Outside of the firm, Dan spends his free time playing many different instruments, and ocasionally plays with a band at local venues. He is also a photographer and digital editor and goes on a professional photo shoot every now and then. Daniel lives in Manalapan, NJ with his wife, Rachel, and their dogs, Daisy and Jax.

  • Andy-finalAndrew Olivier

    Andy has a passion for helping people realize a secure financial future. He enjoys the process of discovering the right course and guiding them along the way. He began his career as a tax and accounting advisor at a CPA firm. Here he helped business owners navigate complex financial situations. His expertise helped simplify the information that gave the business owners the confidence needed to achieve their goals. The pleasure in their success led Andy to pursue a career in financial services. His desire to work in the world of finance led to a corporate financial analyst position, where he supported executive management with revenue analysis. However, Andy quickly realized his real joy came from connecting with people on a personal level and being able to educate them. Financial planning was a natural progression. Andy found a great fit and joined the team at Private Wealth Management Group in 2017. He looks forward to cultivating long lasting client relationships through financial planning.

    Andy holds a bachelor’s degree in finance from The University of Akron and is a Series 65 licensed Investment Advisor Representative. He is aiming to obtain his CFP® designation in March 2018. In his free time, Andy enjoys hiking, cycling, cooking, and keeping up with his favorite Cleveland sports teams.

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