DAVID

LAMBERT

 

Real wealth is measured in terms of 'time' and 'choice' rather than 'dollars' and 'cents.'

DAVID N. LAMBERT

Founding Partner & Wealth Advisor

 

A captain of the complex financial Markets with decades of experience navigating the challenging waters of corporate benefits. This is how the COLLINS LAMBERT team describes Mr. Lambert. He credits much of his success to putting the needs of others before himself.

 

His selflessness is only outpaced by his work ethic. Mr. Lambert helped found Artisan Wealth Management in 2008, which has now evolved into COLLINS LAMBERT in 2019.

Mr. Lambert has dedicated himself to becoming a trusted resource for clients. He has distinguished himself through the diligent acquisition of his Series 7, Series 8, Series 63, Series 66, and Series 24 securities registrations held through LPL Financial. He also has his Life, Accident and Health Insurance Licenses.

Mr. Lambert earned his Masters in Accounting from New York University's Leonard Stern School of Business (MS) and is a graduate of Colgate University majoring in Geology (BA). With decades of intense experience within the financial services industry, Mr. Lambert offers clients a wealth of knowledge and dedicates himself to developing the most appropriate strategies to help work toward solutions to the challenges wealth creates. Mr. Lambert invested fifteen years on Wall Street as an institutional trader and fixed income specialist focusing on risk management and portfolio design. He brings that institutional experience and wisdom, gained on Wall Street, back to Main Street in order to benefit the lives of the clients of COLLINS LAMBERT.

An avid golfer, when not meeting with clients or at an industry conference, Mr. Lambert can be found out on the links, all around the US and even abroad when his schedule permits.  With a strong commitment to community, he volunteers his knowledge and a great deal of his free time to numerous causes. He is a former Trustee of the Hunterdon Medical Center Foundation, where he also served as Chair of the annual Golf Classic. He has been a long time member of Saucon Valley Country Club where he formerly served as chair of the Saucon Sanctuary Committee as well as serving on the Golf and Green Committee. Mr. Lambert is a long time supporter of Colgate University and, with his wife, Aleta, is member of Bethlehem Presbyterian Church in Pittstown, New Jersey where he serves as an Elder.  Mr. Lambert and his wife have two daughters, Jennifer and Amanda, who are both now at varying stages of their respective pursuit of higher education.

© COLLINS LAMBERT, LLC.

All Rights Reserved.

 

DISCLOSURES

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.

 

LPL Financial registered representatives associated with COLLINS LAMBERT, LLC may only provide counsel to clients and/or prospective clients where COLLINS LAMBERT, LLC and/or its representatives are qualified and properly licensed to do so, or exempt from licensure, and therefore may only discuss and/or transact securities business in the following states:

AZ, CA, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, VA

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect entirely against loss in periods of declining values. Opinions expressed herein are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult with your trusted financial, tax, and/or legal professional(s) before implementing any strategies related to your financial life.

The COLLINS LAMBERT, LLC web site is limited to the dissemination of general information pertaining to our integrated wealth management services and other general information we believe would be of interest to our clients and friends of our firm.​

 

The information contained within this web site shall not be construed as offering or disseminating specific financial, retirement, estate, asset protection, tax, legal and/or any other advice; shall not be construed as an offer to sell, or a solicitation to buy regulated securities; and shall not be construed as creating a professional to client relationship by virtue of your access to this web site. No advice may be rendered by COLLINS LAMBERT, LLC unless a client service agreement is in place.​

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Headquarters:

100 Corporate Drive, Suite 101

Lebanon, New Jersey 08833​

GET DIRECTIONS


(908) 366-7630  |  Telephone

(800) 769-6590  |  Toll Free

(908) 366-7639  |  Fax

info@collinslambert.com  |  Email

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Branch Office:

35 Smull Avenue

Caldwell, New Jersey 07006

GET DIRECTIONS

(973) 226-3111  |  Telephone

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Did you know that you can meet with a COLLINS LAMBERT wealth advisor in the way that works best for you?  With clients all across the country, our consultations can be held in person, telephonically, and/or virtually as schedules and proximity permit.  Reach out to us today!

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