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Plan, Grow, Protect®
A Financial Planning Process That is Simple, But Powerful
We will help you achieve your short and long-term goals by creating a customized financial plan and investment strategy that considers all aspects of your life. We will be there every step of the way to ensure you have a plan for retirement, college expenses, taxes, charitable giving, home purchases, and so much more.
A Unique and Comprehensive Client Experience
Low Client-to-Advisor Ratio
How We Have Helped Women Experiencing
Changes In Their Life
The Loss of a Loved OneRebecca reached out to us when her husband, Mark, of over 30 years passed away. She had decided to sell her Upper East Side townhouse and downsize to a smaller apartment, and her goal was to invest the proceeds from the sale of the home and live off the income. We helped Rebecca put a financial plan in place and helped her figure out how much she could safely withdraw from her investment portfolio every year. We designed a portfolio for her that provided income to help meet her ongoing expenses. Today, Rebecca has a better understanding of her money than she ever had before. Learn More
Download Your Free Guide to Navigating Widowhood
Financial Help for Widows
Download this guide to help prepare you, financially, and shepherd you
through any legal matters, while also providing tools to allow you
to take care of yourself, emotionally, as you navigate this difficult time.