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.
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?
Financial Planning and Investment Management Long Island
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.
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.
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.
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.
As members of our most premier service, our Wealth Management clients receive concierge financial services and comprehensive financial planning. Our Plan.Achieve.Live.® process combines proprietary, time-tested and disciplined research methods with comprehensive financial planning and investment management; and it is executed by our highly experienced staff of CFP's®, CFA’s®, CPA’s®, CFMC’s® and RP’sSM. Our Professional Teamwork System® helps our clients plan, achieve, and live the lives they want. Learn more »
Bridging the gap between the accumulation and distribution phases of clients’ live, our unique WealthBridge Strategy® helps our clients accumulate assets by implementing a prudent savings and investment plan based on their income level and risk tolerance. WealthBridge Strategy® empowers our clients to confidently move toward financial freedom. Learn more »
Extensive portfolio design experience combined with outstanding personalized service make StrategicAccess® Portfolios a practical solution for institutional and individual investors. Our value-driven approach lets you build on a proven formula: broad global diversification achieved through the careful matching of fund managers, asset types and securities. The result is portfolio construction that balances risk with return, prudence with opportunity. Learn more »