We are dedicated to professionally supporting, educating, and providing informed direction to clients at all stages of life.
Based in the New York metropolitan area, our firm has served the investment community for over 25 years. We combine the perspective of an experienced investment manager with the personal attention of a boutique trusted advisor to provide customized investment management and wealth planning solutions.
Our firm’s core philosophy is that investors are best served with independent financial advice free from brokerage conflicts of interest combined with the advisor’s direct management of investment portfolios. As a fiduciary, we make investment decisions for clients that are only in their best interest and we do not outsource client funds to third-party managers.
We strive to understand each client’s unique goals and objectives at the outset of the client relationship. Typically, we will arrange a series of initial meetings to develop an initial financial or investment plan. We then work closely with our clients to monitor and refine their plan over time as circumstances change.
We specialize in creating separately managed portfolios and taking sole responsibility for selecting securities that will fit each client’s unique investment goals.
Our team works hand in hand with our clients to develop long-term wealth planning strategies that are intended to grow and transfer family wealth efficiently.
We will review your family’s life insurance needs and provide a solution to ensure that family income is protected.
If a review of expenses and budgeting is requested, we will create personal financial statements and make recommendations to maximize funds available for savings and investment.