Our Approach: Wealth Management Services

We evaluate and manage every step in your financial planning with a forward-looking mindset toward your retirement and your family’s wealth.

Financial Management

  • Short-term (budget, cash flow)
  • Budget creation and review
  • Custom financial reporting package
  • Au courant financial reporting

Tax Planning

  • Identify tax saving opportunities
  • Tax planning and projection preparation
  • Coordination with tax accountants
  • Evaluate tax law changes


  • Insurance oversight
  • Assist in negotiating home closings and mortgage acquisitions
  • Assist with asset purchases
  • Manage banking and credit relationships

Estate and Trust Planning

  • Wealth transfer strategies
  • Serve as Trustee
  • Trust distribution systems

It’s important to us to provide organized planning, which is why we ensure you have customized reports tailored to your preferences that can be used for tax and legal purposes.

To discuss your personal needs, please call (212) 409-2400 or click here.