Who We Serve

We provide wealth management to more than 90 families managing over $100 million in assets. Our clients reside in New York, New Jersey, Connecticut, Florida and California. In addition, we provide financial planning to approximately 83 families on a yearly basis.

Most financial planning clients want a full comprehensive plan. Some may already have parts of their plan in place and require only specific areas to be addressed while others want a second opinion.

Our clients include successful professionals, corporate executives, business owners, family stewards and women in transition. Below are examples of the types of clients we serve.

Family Stewards and Women in Transition

For family stewards, the primary goal of planning is to take care of their family. They want to worry less about their family’s future and know that their needs, such as funding for education, are being managed. It would obviously be easier if life progressed according to plan, but life is a series of transitions, some unexpected. Thinking forward and being as prepared as possible is how we can help.

Many women are becoming entrepreneurs and want advice regarding starting their own business. Unfortunately, some women become widows and divorcees and they have the added burden of having to make financial decisions during a very painful time. Finally, women are more likely to be the care-taker of an elderly relative or child with special needs; being a care-taker means additional financial responsibilities and concerns. Women who have not been involved with the family finances, in particular, appreciate our educational approach. Whatever the situation, once you understand your options, you are better prepared to make informed and intelligent decisions. We simplify the concepts as well as provide support.

Corporate Executives and Professionals

For corporate executives and professionals, it is all about time. What little time they have, they want to spend it focused on their career, family, and recreational activities. These individuals have the desire, and are truly committed to the goals they set out to achieve, but just don’t have the time to manage it all themselves. We ensure that professionals and executives have that time, and they can trust us to handle their finances responsibly and in a timely manner. We work as a team with their attorney and accountant to consolidate their finances and accomplish their goals.

Business Owners and Retirement Plan Sponsors

Plan sponsors seek advice to structure and maintain retirement plans that meet the needs of the company, management and employees. Meeting the compliance requirements of the governing laws and regulations can be a challenge. We provide the in-depth knowledge and support necessary to meet the responsibility, due diligence, and oversight required of the retirement plan fiduciary.