CONNECT

Address:

1290 Avenue of the Americas, 4th floor
New York, NY 10104

Phone:

212-408-0017

                                                                           Areas of Expertise

                         ... Focused on tax efficiency 

                                                                 
       ... 50 years of combined experience

                                                                                                         ... Over $150 million under management 

 

  • Business Owners

Let us help you to reduce tax exposure and create your personalized business plan. We assist with compensation and benefits packages and work hard to protect your business.  Through these endeavors, we create lasting relationships with clients and ultimately become strong advocates for you and your business. 

 

  • Corporate Executives

We offer comprehensive financial planning, help with reducing tax exposure and understanding your total compensation. We work to create strategies to optimize stock options, grants and RSU's while carefully protecting our clients' incomes and families. 

 

  • Financial Executives

We work to mitigate taxes and carefully navigate your company's benefits while maximizing your portfolio within the confines of your company's restrictions. 

 

  • Attorneys

Let us guide you through the education of financial strategies and navigating your company's benefits. We also help with reducing tax exposure and maximizing your portfolio within your company's restrictions. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck