7600 Jericho Turnpike,
Our advisors are a team of CFP® professionals who serve as investment & financial planning advocates and Family Office counselors. The advice and services we provide strives to let our clients devote time to their personal goals, their business and community interests, and, most importantly, to their family and loved ones.
Director of Client Services
Client Services, Technology & Media
Client Services, Trusts & Estates
Senior Financial Planning Consultant