Being part of The Community means always having someone to turn to when you need advice. Give your finances the same support with our team-based approach.
With a growing in your career, business, and family your hands are full. You deserve a collaborative team of advisors to support your journey.
You have a high income, but also high expenses. You need a team who can help you plan for both your short-term needs and your long-term goals.
You want a team of professionals armed with tax-preferred strategies who have an understanding of your Community.
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, the first meeting with our team is complimentary, so you can get to know us and we can get to know you. If we determine we're the right fit, the ways in which we get paid will all be very transparent and clear.
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? Listen to our Podcast if you want to learn more.