Overview

We practice comprehensive/holistic financial planning for individuals, families, trusts and businesses. Doing this, we focus collectively on: Estate Planning, Income Protection, Asset Protection, Cash Flow Management, Tax Minimization and Retirement Planning / Investment Management to make sure our clients financial lives are in order.

Our clientele are typically business owners, physicians and other professionals who demand an integrated, customer service oriented approach.

On the investment side, for retirement portfolios we utilize low cost mutual funds and ETF's. We will use alternatives and/or individual equities/bonds on more complex or higher net worth portfolios. We have offices in New York and Florida (2) and are looking to acquire firms with up to $150 Million in AUM in a number of coastal markets to expand our footprint.

Last Activity
6 months or more

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