Cary Street Partners Strengthens New Jersey Team

Cary Street Partners Expands Fiduciary Strength in New Jersey with the Appointment of Veteran Financial Advisor Michael Saul

Cary Street Partners, one of the nation’s fastest-growing independent wealth management firms, has announced the addition of Michael Saul as Financial Advisor and Managing Director in its expanding Morristown, New Jersey office. This appointment marks a significant step in the firm’s continued growth across the New York–New Jersey metropolitan region and underscores its commitment to delivering independent, fiduciary-based financial guidance rooted in trust, clarity, and long-term partnership.

With a distinguished career spanning more than three decades in wealth management, Saul brings a deep understanding of the financial needs of individuals, families, and multi-generational clients. Throughout his career, he has built a reputation for helping clients navigate complex financial decisions with confidence and purpose — always guided by a fiduciary commitment to act in their best interests.

A Veteran Advisor Joining a Firm That Shares His Values

In joining Cary Street Partners, Saul emphasized the importance of aligning with a firm that provides both the institutional-quality resources and flexibility necessary to deliver tailored financial strategies.

“Cary Street Partners offers the resources, institutional-quality investment access, and flexibility I need to deliver forward-looking strategies that truly reflect my clients’ goals,” said Saul. “The firm’s culture of independence and support allows me to focus fully on what matters most — helping families and individuals achieve lasting financial confidence.”

For Saul, the decision to join Cary Street Partners represents more than a career move — it reflects a shared philosophy about the human side of wealth management. His approach centers on listening deeply to clients’ stories, understanding their aspirations and values, and designing investment and planning strategies that enable them to live meaningfully through each stage of life.

“Every client journey is unique,” Saul explained. “The responsibility of a fiduciary is not just to grow assets but to build a relationship founded on integrity, understanding, and shared goals. At Cary Street Partners, that philosophy is not just spoken — it’s practiced daily.”

Leadership Perspective: A Culture Built for Advisors and Clients

Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners, highlighted that Saul’s addition strengthens the firm’s mission to redefine independent advisory excellence.

“Michael Saul’s decision to join Cary Street Partners reflects our strong commitment to the highest quality, independent, fiduciary-based financial advice,” Schmuckler said. “We provide a healthy and supportive environment in which advisors can focus on their clients’ needs, maintain the uniqueness of their practices, and rely on a strong firm culture of support.”

Schmuckler emphasized that the firm’s culture is grounded in advisor empowerment — enabling professionals like Saul to define their client journey while leveraging robust firm-wide resources, technology, and research capabilities.

“Central to our culture is the ability for advisors to define their client journey and support them with the tools and resources to operate at the highest of standards,” Schmuckler added. “Michael’s approach to wealth management perfectly embodies the principles that define Cary Street Partners.”

He continued, “Our business is about enriching people’s lives through long-term relationships. Michael’s dedication to helping clients grow, protect, and transition their financial resources in support of their values is a tremendous asset — both to the families he serves and to our growing presence in the New Jersey market.”

Expanding Footprint in the New York–New Jersey Region

Cary Street Partners’ expansion into the New Jersey/New York metropolitan market began in 2019, marking an important strategic milestone in its national growth. Since then, the firm has steadily increased its market presence by attracting top-performing advisors and teams who share its independent fiduciary philosophy and client-centered approach.

The Morristown office has become a dynamic hub for high-net-worth and institutional clients seeking personalized investment management, financial planning, and wealth transfer strategies. Supported by the firm’s advanced technology platforms and institutional-grade investment access, advisors are empowered to deliver customized strategies that align with each client’s unique objectives and long-term vision.

“I see wealth management as more than portfolio returns – it’s about supporting people and families through every stage of their financial lives,” Saul said. “Most importantly, the firm shares my belief in building lasting connections rooted in trust, integrity, and partnership.”

Cary Street Partners’ regional growth strategy mirrors its national philosophy: to invest in people, technology, and scalable solutions that create lasting value for clients. The firm’s leadership continues to identify key markets where independent fiduciary advice is in growing demand — and where experienced advisors like Saul can thrive within a supportive, entrepreneurial culture.

A Client-First Approach to Wealth Management

Michael Saul’s arrival underscores Cary Street Partners’ focus on deepening its fiduciary expertise and expanding its ability to serve clients with holistic wealth management solutions. His decades of experience encompass investment management, retirement planning, estate and legacy strategies, and multi-generational wealth transfer — all designed around the belief that every client deserves a personalized roadmap, not a one-size-fits-all plan.

In an era where financial markets, tax policies, and client expectations evolve rapidly, Saul’s approach remains centered on long-term clarity and consistent engagement. “Markets will always fluctuate,” he said, “but the foundation of every financial relationship should be built on understanding and communication. My goal is to help clients focus on what they can control — their goals, their values, and their decisions.”

This philosophy aligns seamlessly with Cary Street Partners’ mission: to deliver objective, conflict-free advice that supports clients through all life stages — from wealth accumulation and business ownership to retirement and estate transition.

Empowering Advisors Through Independence and Technology

One of Cary Street Partners’ distinguishing strengths is its ability to combine independence with scale. The firm has built an ecosystem that empowers advisors to maintain autonomy while leveraging advanced digital tools, institutional-level investment platforms, and strategic research partnerships.

For clients, this translates into greater transparency, efficiency, and opportunity. For advisors like Saul, it means having the freedom to design strategies and service models that are both flexible and future-ready. The firm’s technology stack enables data-driven decision-making and proactive client engagement — key advantages in today’s dynamic wealth management landscape.

By joining Cary Street Partners, Saul becomes part of a network of highly experienced professionals who collaborate across disciplines — from investment research and portfolio construction to estate and tax strategy — ensuring that clients receive well-rounded, forward-looking guidance.

A National Platform with a Personal Touch

Cary Street Partners has grown into a recognized national brand with a network of 20 offices across seven states, managing more than $11 billion in client assets across all subsidiaries. Despite its growth, the firm continues to operate with the boutique mindset that first defined its success — maintaining personalized service, accessibility, and a culture that celebrates advisor independence.

The firm’s core values — integrity, collaboration, and accountability — shape every client and advisor interaction. Whether advising a multigenerational family, a business owner planning succession, or an institutional client seeking risk management solutions, Cary Street Partners approaches every relationship with the same purpose: to help clients achieve clarity, confidence, and control over their financial futures.

“At Cary Street Partners, we’re not in the business of transactions — we’re in the business of relationships,” Schmuckler noted. “Advisors like Michael Saul embody that philosophy. They understand that wealth management is as much about trust and understanding as it is about numbers and performance.”

About Cary Street Partners

Cary Street Partners Financial LLC is a leading independent financial services firm dedicated to providing comprehensive wealth management and investment advisory solutions. Operating across multiple states with a team of seasoned advisors, the firm’s mission is to empower clients through independent thinking, objective guidance, and customized financial strategies.

With more than $11 billion in assets under management, Cary Street Partners delivers a full spectrum of services, including:

Investment management tailored to client risk tolerance and goals
Financial and retirement planning designed for long-term security
Wealth transfer and estate strategies to protect legacies
Institutional consulting and corporate advisory services

The firm’s commitment to independence and fiduciary responsibility ensures that client interests always come first — free from the conflicts often associated with traditional brokerage models.

Cary Street Partners operates through the following entities: