Overview

We solve (financial) problems for wealthy individuals and families. We pick stocks and bonds. We offer aggregated statements, bill pay, estate planning, PPLI, Captive Insurance, and numerous other ultra high net worth solutions. We have a CFA and a CFP on staff. We offer family office style services. We do insurance business when needed. We would like to grow our business, and have capacity. We would consider buying, merging, or hiring. We have outstanding technology that gives us leverage and gives our family office clients a great experience. Our main office is in NJ, but we have pockets of clients in FL, CA, CO, DC, and outside the US. One of our partners did graduate engineering work at MIT. He's not the smartest of the crew. Let's talk.

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