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Ask a Senior Wealth Advisor
To learn more about how we work with our clients, please view this short 2.5 minute introductory video.
Planning your future gives you the confidence needed to move forward toward achieving your dreams.
How can you become one of the 5% of all Americans living a life of clarity, purpose, confidence and freedom?
In order to make the most of your money, you need to know where you want to go and determine the best way to get there.

Financial Planning and Investment Management Long Island

Fee-Only Advisors

As fee-only financial advisors, we are required to act in your best interest as a fiduciary. We have no financial relationship with anyone except our clients. Neither brokers nor dealers can make this claim. We are proud to commit ourselves to the five fiduciary principles.
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Wealth Management

Planning and achieving your financial goals can be overwhelming. Our process allows you to develop your goals while minimizing the risks of failure. During this process, our team of advisors will develop a genuine relationship with you and your family to better serve your needs.
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Retirement Planning

With more than 25 years of experience helping our clients achieve their retirement objectives. In order to have a successful retirement, proper planning and execution are imperative. Having the right track to follow can make all the difference in your quality of life during retirement.
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Investment Management

Successful investment management requires understanding your goal(s) for the investment as well as the time horizon, taxability, and your tolerance for risk. It takes wisdom, experience, discipline, and patience to build and manage a portfolio that can achieve your goals.
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Latest News


Who Needs Financial Advice?

By Kelley Caponigro Assistant to the Chairman & CEO Words like retirement, investing and insurance are usually associated with financial advice. But what about topics like birth, relocation...

Pimco’s Ivascyn Takes on Gross With Unconstrained Fund

Director of Research and Portfolio Manager Steven M. Rogé was featured in Bloomberg News on Sept. 29, 2014 in an article titled, “Pimco’s Ivascyn Takes on Gross With Unconstrained Fund,” by...

Getting Your Due

On Oct. 3, 2014, Director of Wealth Management Chris Wills was featured in an article about social security benefits in Long Island Business News. The article, “Getting Your Due,” was...
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