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See what we can do for you

Wealth Management You Can Trust

How We Help

Investment Planning

Whether you are just starting to save for your future, or are a seasoned investor, we have decades of financial management experience to direct you towards reaching your objectives

Life Events

We’re there for you concerning any life event – having children, changing jobs, marriage, divorce, or death

Retirement Planning

We assist clients at every stage of retirement and distribution planning, building and preserving client wealth by effectively guiding wealth distribution during your retirement years

Tax Planning

We help provide tax strategies and planning for our clients. We believe the key to efficient tax filing is not how much you pay in taxes; it’s what you have left after your taxes are paid. In our conversation with your accountant, we’re able to assist with tax harvesting and planning

Estate Planning

We can help create legacies for the benefit of future generations. We work with our attorney or yours to make sure that your estate transfers seamlessly

Partners and Affiliations:

Divorce Financial Planner IARFC New York Police Department County of Nassau New York State Fraternal Order of Police Vertan Police Association