About Us
Jeremy Klopper Founder
Jeremy Klopper is the founder of Comprehensive Wealth Services and has been working in the financial services industry for over 20 years. His prior experience includes work in a retail brokerage, a boutique financial planning firm, and a big four accounting firm. In 2004, using his broad experience, Jeremy founded Comprehensive Wealth Services LLC.
Prior to CWS, Jeremy served in several roles in the Florham Park office of PricewaterhouseCoopers LLP. In addition to working with Senior Executives on personal tax and financial planning, he developed curriculum and taught financial planning continuing education to firm staff on the national level. Jeremy also produced a continuing education training video and taught full day financial planning seminars at firm client companies.
Jeremy is a Certified Financial Planner (CFP®) and an IRS Enrolled Agent. Both of these credentials carry ethical requirements as well as extensive continuing education requirements. To learn more about each of the credentials click the links below.
Jeremy earned his undergraduate degree from Moravian College in Bethlehem, PA with a major in Economics. He earned his MBA from Fairleigh Dickinson University with a Major in Finance.
He lives in Randolph, NJ with his wife and two children and enjoys coaching his children’s sports teams, boating, cycling, and playing various sports for recreation.
Edwin Milner
Edwin Milner is an Executive Vice President and Certified Financial Fiduciary with Comprehensive Wealth Services. Prior to CWS, Ed spent 16 years as a Group Director and Vice President at Signature Securities Group, a division of Signature Bank, where he played a pivotal role in overseeing $1.1B in assets under management. He is a licensed Securities Principal and a Registered Investment Advisor with an impressive track record of more than 27 years, offering comprehensive financial planning and wealth management services to high-net-worth individuals, businesses and foundations.
Throughout his career, Ed has honed his asset management expertise, strongly emphasizing portfolio design, construction and implementation. A key aspect of his process involves analyzing current market trends to provide guidance to clients navigating volatile markets. Ed works closely with clients and their trusted professionals, such as CPAs and attorneys, to thoroughly assess risks and develop effective tax and estate planning strategies. By gaining a holistic view of a client's financial landscape, he comprehensively understands their financial goals and life objectives.
Ed recognizes the significance of maintaining an unbiased approach to evaluating managers, products and platforms in an industry where independence is often undervalued. His primary focus is on helping clients alleviate the stress associated with financial management while providing transparent information about risks, fees and expectations.
During his spare time, Ed enjoys kayaking with his three children in upstate NY. He is also an avid builder and woodworker, often crafting his own cabinetry and furniture. Believing that life is a balance between work and family, Ed and his wife never miss their weekly date night, and weekends are known for elaborate dinners he enjoys cooking with the kids.
Contact Information:
Email emilner@yourcws.com
Phone (973) 924-2313
Jason Kurz
Jason Kurz is a Certified Financial Fiduciary® and serves as an Executive Vice President at Comprehensive Wealth Services.
With 20 years of experience as an Investment Adviser Representative, Jason has been providing top-notch financial planning and wealth management services to high-net-worth individuals, nonprofits and small to mid-sized businesses.
Throughout his career, Jason has cultivated expertise in asset management, an integral component of comprehensive financial planning. He collaborates closely with clients to create diversified investment portfolios that align with their risk tolerance and investment goals, safeguarding their assets and generating income. Jason takes pride in his personalized approach, tailoring financial plans to meet each client’s unique needs.
In addition to personal and corporate wealth management, Jason specializes in designing and implementing corporate retirement plans. He guides employers in ensuring compliance with the latest ERISA rules and regulations while empowering employers and employees with the knowledge to make informed investment decisions. Jason also collaborates with independent attorneys and CPAs to develop and implement customized estate plans, providing a seamless approach to retirement and estate planning.
Before joining Comprehensive Wealth Services, Jason began his investment advisory career at Smith Barney/Citicorp Investment Services in Mineola, NY. He later joined Dreyfus, a BNY Mellon Company in Uniondale, NY. In 2007, he became a Registered Investment Advisor at Signature Securities Group, where he and his team expertly managed over $1.1B in assets for 16 years.
Jason cherishes moments spent with his wife Jennifer and three children. Additionally, he has served as a volunteer firefighter for 14 years.
Contact Information:
Email jkurz@yourcws.com
Phone (973) 924-2313
Brian Amato
Brian Amato is an accomplished Certified Financial Fiduciary® and serves as an Executive Vice President at Comprehensive Wealth Services.
Being an independent advisor grants Brian the freedom, flexibility, and opportunity to provide personalized services to his clients. Rather than being confined to proprietary offerings, he can tailor his approach to suit each client's unique needs. Brian's unwavering commitment to acting in his clients' best interest drives his passion for offering sound financial advice.
At CWS, we firmly believe that this business is built on relationships, and our clients are not mere account numbers but valued members of our family. We genuinely invest in understanding each client—delving into their thought processes, priorities, and goals—to create a customized strategy that not only meets but exceeds their expectations.
Over the past two decades, Brian has cultivated close bonds with his clients, recognizing that consistent communication and a comprehensive understanding of their personal financial aspirations, family dynamics, careers, health concerns, retirement objectives, and passions are vital in fostering trust. "I take a keen interest in their children, special needs, or any other factors that may influence their financial goals and, above all, their financial security. My role is to help them protect and grow their portfolios while fostering trust." Through meticulous planning, clients gain clarity on the steps necessary for success. With Brian as their trusted partner, clients also benefit from cutting-edge technology and digital solutions that provide easy access to all their investment account information. This full-service experience further strengthens the bond between Brian and his clients.
During his leisure time, Brian enjoys spending time with his wife Melissa and their four children. Additionally, he actively supports various charitable organizations, including St. Jude Children's Research Hospital, Block Island Conservancy, Last Hope Animal Rescue and Little Shelter Animal Rescue and Adoption Center.
Contact Information:
Email bamato@yourcws.com
Phone (973) 924-2313
