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Contact Us

Contact Information​
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Holmdel Corporate Plaza
2137 State Route 35, Suite 360
Holmdel, NJ 07733

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Shaun Wolcott

CPA | Partner

T: (732) 739-2020
F: (855) 739-5386
swolcott@candscpa.com
 

Frank R. Stuart, CRPC®, CFS, RFC

Financial Planner
Phone: (732) 792-4422
fstuart@csf-wealth.com

 

William E. Spinner, CFP®, CFS
Private Wealth Advisor
Phone: (732) 792-4425
wspinner@csf-wealth.com

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Alex Stuart
Client Relationship Manager

Phone: (732) 792-4426
astuart@csf-wealth.com

We always appreciate hearing from you!

 

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CSF Wealth Management LLC​

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Holmdel Corporate Plaza
2137 State Route 35, Suite 360, Holmdel, NJ 07733

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as CSF Wealth Management, and its investment advisor representatives, Frank Stuart and William Spinner. 

 

Shaun Wolcott is a solicitor to Integrated Partners and is not a registered investment advisor. Solicitors do not provide investment advice and are compensated solely for their referral services.

 

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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