Our Qualifications

 

We feel that a diversified group of independent advisors is a source of financial strength.

 

      We have a team of professionals from Certified Financial Planners, to advisors with master's degrees in Economics, to tax specialists- all on one platform.  We have regular investment policy meetings to go over strategies for the short term and plans for the long term.  Our support staff is second to none in delivering the timely and respectful services we as co-founders want for our families and ourselves.  We have a working relationship with an independent estate and business lawyer (on premise), as well as one of the largest independent property & casualty firms on Long Island.  We also have CPA's available for referral, depending on the specific accounting and tax planning needs of our clients.