Overview

We are a boutique wealth management firm with offices in NYC, Westchester and Long Island. We provide asset and wealth management, risk and protection management, financial planning, as well as trust and legal services to our clients.
We are looking to continue to grow our business by helping advisors with succession strategies and by acquiring other practices. We will entertain any and all ideas around how can we work together.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
1,035 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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