Let’s make your life easier.

Let’s make
your life easier.

Do your family’s financial affairs feel a little overwhelming these days? We get it.

And we can help — through a combination of personalized attention, financial acumen and tenacious problem-solving. It’s all part of working with one of New York’s true independent wealth management boutiques.

Am I in the
right place?

Ask yourself these five questions and find out

Am I in the
right place?

Ask yourself these five questions and find out

Some important numbers

Year
established

1993

Assets under management

$2.5B

Equity
partners

7

Partners’ average years with firm

17

Team members at your service

25

Year
established

1993

Assets under management

$2.5B

Equity
partners

7

Partners’ average years with firm

17

Team members at your service

25