• We are small, personal, and completely independent of any large bank or institution. You will speak with your advisor every time you call.
  • We are in New York. You can meet with us in person at our office.
  • We are advising our third generation of clients; the grandchildren.
  • Our Financial Advisor Representatives have a fiduciary obligation to work in the best interest of our clients.
  • We believe the future is flat fee, no commission business with full disclosure.
  • We do not demand minimum term contracts or sell packaged or in-house products.
  • We do not hold client funds in-house. They are independently valued by a mutually agreed upon custodian bank.