$2B AUM | $12MM Rev in
We are a $2.0 billion RIA (as of December 2021) serving individual and institutional clients headquartered in Paramus, NJ, with offices in New York and Florida. Our personalized planning, modern technology, and customizable investment management provides an integrated approach to wealth management.
We are a staff of 22 professionals consisting of 6 CFP wealth advisers and a 7-member investment management staff - including three CFAs, and a 3-member client service team. We offer four equity investment strategies Growth, Core, Dividend and ETF. Strategies can be combined with fixed income in a balanced portfolio. Portfolios are managed as separate accounts using individual securities.