OUR TEAM

OUR CLIENTS

We work with engaged individuals and families looking for honest answers, clear explanations, and opportunities to maximize resources and increase financial satisfaction.

Gay Couple with Daughter
Woman by the Lake
Happy Senior Couple
Volunteers Lifting Construction Frame
 

SERVICES

An independent firm, we are able to customize our service offerings to meet each client's unique needs. From serving as your personal CFO to single-issue financial consultations, we will develop an engagement plan that makes the most sense for you.

PERSONAL CFO

As your personal Chief Financial Officer (CFO), we organize, optimize and maintain constant oversight of your personal finances. Services include goal prioritization; retirement projections; insurance review and needs analysis, from life to long-term care; asset allocation and ongoing investment management aligned with your personal goals; proactive tax planning, from optimized charitable giving to Roth conversions;  and coordination with outside experts, acting as a primary point of contact to ensure that all advice is integrated and in line with your broader financial goals.

 

Personal CFO services are provided for clients with more than $1 million of assets under our management and include ongoing portfolio management.

FREQUENTLY ASKED QUESTIONS

 
 

CONTACT

189 West 89th St.
Suite 6J
New York, NY 10024

860-539-4421

 

We are proud to support our community, both locally and globally: we donate 2% of net profits to charity.

As a client, you can help select which causes receive our support. Our 2020 beneficiaries: