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Our Mission

We provide tax-advantaged wealth management solutions for carefully chosen clients who demand excellence, innovation and professionalism. We help them make deliberate, considered choices while mitigating the risk of making emotionally charged decisions in their financial lives. Through our holistic wealth management program, we work with our clients to help them keep the important promises they make to their spouses, children and themselves.

Drawing upon years of work experience gained at Big Four accounting firms, our team offers the quality found at a large firm combined with the attentiveness and lower costs of a local firm. We constantly stay current on the latest changes and complexities that affect the tax world, and our clients, such as the detailed tax implications of

We are committed to serving as your professional concierge, providing a higher level of responsive service designed to simplify the execution of your financial responsibilities and ensure that your strategies are working cohesively. We strive to help you understand your financial objectives so you can make prudent decisions regarding your family’s and business’ future.

We want you to feel confident knowing that we do everything in our power to assist with your needs, from financial strategies and investing, to tax planning and accounting services. Our success is measured by our ability to build strong relationships and cultivate your financial future. If you are interested in discovering how we may be able to assist you, please call or email us to set up an appointment at our New City, Westchester, or Florida location.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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