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.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...