330 Motor Parkway
Fee-Based Wealth Solutions for New York, Florida, & Beyond
With our team overseeing the details of your money management, you can focus your energy on pursuing your passions and being present with those you love.
Whether you have a pressing concern or a simple question, we strive to address your needs in a timely fashion and provide ongoing, unbiased advice towards your success.
Whether you’d like to travel, support your children’s educational pursuits, or devote time to the hobby you love, your dreams guide us in building the strategy that’s right for you.
We offer a number of opportunities to gain insight into your financial future. Whether you’re preparing for retirement or experiencing a milestone, we have you covered.
Our business is built on a foundation of thoughtful client relationships.
We create a clear plan aligned with your ambitions for the future. Click below to read our Case Studies.
With hopes to take exotic vacations and purchase a Florida home, Adam and Beth have been looking forward to retirement. Now five years away, they’re not sure if all of their dreams are attainable.
Joe and Alice were enjoying retirement but managing their investment accounts became complex. We helped to not only simplify their accounts but make critical adjustments that saved them thousands of dollars they didn’t realize they were losing.
After selling their business and retiring, Henry and Jane were receiving conflicting investment advice from friends and family. We worked with them to create a goal-focused investment plan designed to support their lifestyle, now and throughout their retirement.
From private trust services to generational planning, our team helped guide Wayne and Judy through an often overlooked aspect of wealth management to ensure their legacy was left as intended.
We worked with Susan and Larry to help them minimize their tax burden. Upon reviewing their financial picture including their tax returns, we helped them to reduce their taxes and keep more of earnings.
The key to helping Bob and Sally choose the right Social Security strategy was to identify several claiming options they had not previously considered and to evaluate them in conjunction with their overall financial picture and personal goals.
Volunteering in Retirement
Understanding the Alternate Valuation Date
U.S. Personal Savings Rate