Start Here for Legacy Planners
Does This Sound Like You?
Your legacy is about more than just dollars and cents, it's about passing on your values that will last for generations to come.
You've worked hard your entire life to get to this point and need peace of mind that your finances are in order.
It is important that your accounts are set up in line with an estate plan to have your wishes carried out the way you intended.
Let us know you’re ready.
Schedule a 15 minute intro call.
Complete our 5 minute financial questionnaire.
Still Have Questions?
Absolutely! While our main office is in Midtown Manhattan, we work with clients across the country. Thanks to the power of zoom we can be in California, Texas, Chicago, and D.C. all in one day. It's much more efficient for our advisors to be able to serve you and for our clients to not have to waste valuable time traveling.
No, we don't charge fees purely for our time. Every call you'll have with our team is complimentary, as we don't believe we'll be able to make the proper recommendations to you without understanding who you are and your goals.
For one we have no account minimums and can utilize different strategies for different levels of income and assets. Additionally, regardless of your net worth, we believe in a 2:1 advisor to client relationship so you'll always have the perspective of two financial experts.
Let's first explain what we're not. We're not going to try to 'beat the market' and we'll never push the products of one company. What we do really well is use the principles of behavioral economics to develop consistent, positive habits. We focus on what we can control, not what we can't.
Have We Convinced You Yet?