Our New York based team brings significant experience in the financial sector along with a platform that includes systems and established contacts throughout the Wealth Management space. We will do the analysis and work to assist you in making more informed decisions with regard to risk management, investments and costs.
Our approach allows you to continue working with your banks/brokers, without having to open a new account or transfer assets. We do not take discretion over your investments at these institutions but will be able to interact, monitor, analyze and consolidate the information to ultimately enhance your decision making.
A trustworthy, independent and objective advisor.
With significant experience in wealth management.
Aligned with the interests of your family.