our services

If you would be wealthy, think of saving as well as getting.

Ben Franklin, Founding Father of the United States

Investment Advisory
and portfolio design

Using our vast industry insight, we use the techniques and strategies that garner optimal outcomes, design and managing your portfolio to preserve capital.

wealth preservation strategies

We employ an active approach to wealth preservation while mitigating risk. We take a holistic view of assets and diversification to ensure you are protected, and we have the added bonus of providing private placement life insurance for our high-net-worth clients.

Tax Efficient Investing

One of our primary strengths is tax smart planning and strategy development, which involves choosing the right investments in the right accounts at the right time.

Financial Planning

We develop and review financial plans that outline important aspects, including cash flow analysis and investment reviews, then provide the recommendations you need to protect wealth.

Tax, Trust &
Estate Planning

We have the knowledge, experience and perspective to handle trusts and estates with sensitivity and the highest level of professionalism while ensuring tax consequences are minimal. 

Private placement
Life Insurance

For high-net-worth clients, properly structured private placement life insurance policies allow us to capture returns without the high tax implications associated with hedge funds. That means more financial wealth for your lifetime and your estate.

Philanthropic
Services

We provide those who wish to begin philanthropic giving the chance to do so with vision and purpose. We can help you define the areas of importance to you and find trustworthy initiatives through an extensive base of contacts so that you can leave a legacy in the area that is of most importance to you.

Pre-sell Business &
Post Liquiidity Planning

Comprehensive analysis, including financial and estate-planning before the exit, can help business owners understand income tax treatment and minimize estate taxes. And designing portfolios around cash management (after the sale) ensures you live the life you worked hard for and deserve.

How we're different

We’re connection builders

We consider ourselves more than your financial advisor. We’re a partner who is here to simplify and organize your life. We begin with finances. From there we tackle any of life’s opportunities and challenges. We have built connections with an esteemed network of professionals available to advise on any issue. The relationships we have formed have immeasurable value to us – yours included. We go the extra mile – 24/7 to make your life a little less busy.

Our impressive resume

In the almost 40 years in the financial industry in New York City, we have worked at various investment banks and brokerage firms and led respected independent wealth advisory practices. Clients turn to us for our knowledge, experience and perspective. We’re fueled by partnering with hard working entrepreneurs, business owners and executives who trust us as fiduciaries responsible for acting in their best interest. It’s what we have done for a long, long time, and we do it well.

Our simple summaries

We know you don’t have the time to review a 100-page statement, so we make it simple. You choose us for our understanding of the financial markets for almost four decades, and we put that to use providing executive summaries that quickly explain where you stand financially.