Overview

Privately held Wealth Management Practice working with HNW & UHNW clients. Services offered are investment management, financial & estate planning, college funding and philanthropic interests. We deliver superior service through frequent client meetings/calls. We're looking for a seasoned IAR or team with 5-25 years' experience and no disclosures. We work within a collaborative team environment and have specialists in various areas. We custody with Fidelity Institutional Wealth, and prospect within the lower Hudson Valley, NY and Palm Coast, FL regions.


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