Paul Jetter is a Wealth Advisor and Managing Partner of Archway Wealth Management. As Managing Partner, Paul provides leadership and strategic direction for all aspects of our business, client management, case design, and implementation. As a Wealth Advisor, Paul offers our clients a combination of advisory experience, analytical skills, and investments knowledge that he gained from his 20 years as a Wall Street investment banker, advising CEOs and CFOs on complex financings, mergers and acquisitions.
Paul began his financial planning career at Lincoln Financial Advisors in 2006 and later joined New England Securities. In March 2014, Paul along with Chris Venuto established Archway Wealth Management to pursue their goal of operating an independent comprehensive wealth management practice.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the national and regional chapters of the Financial Planning Association, and completed a two year program in financial planning at New York University. Paul has been listed in New Jersey Monthly Magazine as one of the top Wealth Managers in New Jersey.* Paul is a summa cum laude and Phi Beta Kappa graduate of Tufts University, and obtained his Masters in Business Administration from Harvard University.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.