What We Do For You
We simplify your financial life, and help you protect what you’ve worked so hard to build.
Working in partnership with you, we will design an Investment Plan and Advanced Wealth Management Plan tailored to your personal, business and family’s financial goals, challenges and dreams.
As your investment advocate, we first do a detailed review and analysis of your current investments. Because we take the time to get to know you, we take into account your objectives, your current and future costs, and your tax planning needs. We then strive to develop a comprehensive investment strategy that manages returns while addressing risks, manages your tax strategies and even renegotiates lower fees from your current providers.
If you have a portfolio of $10 million or more and are considering an independent investment advocate, contact our
Chief Executive Officer, Ian M. Weinberg, CFP®
Phone (516) 921-8300