Comprehensive Financial Services

Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Our Company

Risk management is an integral part of all our activities – both investment and non-investment…more.

Our Services

With a clear understanding of your unique circumstances, we’ll find the right services and solutions…more.

Tools

Financial calculators, Tax tools, and 200 entries that explain various financial concepts, ideas, and strategies …more.

What we Do

Individual & Corporates

Investment Objectives

An investment objective is a client information form used by registered investment advisors (RIAs), robo-advisors, and other asset managers that helps to determine the optimal portfolio mix for a client. An investment objective may also be filled out by an individual managing their own portfolio.

Insights

Estate, Insurance, Investment, Lifestyle, Money, Retirement, Tax…

Private Wealth Management

Whether you’re looking for fresh financial ideas for yourself or your family, we offer the guidance to help set you on your own path to financial success.

Resources & Tools

Useful Resources and Tools

Tax Resources

Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information.

Glossary

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.

All Calculators

Our collection of calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.

Long Island

100 Ring Road West, Suite 210
Garden City, NY 11530
Phone: (516) 439-4192

New York City

40 Wall Street, Floor 7
New York, NY 10005
Phone: (646) 968-8000

Midwest

1001 W. Glen Oaks Lane Suite 223
Mequon, WI 53092
Phone: (262) 241.8377

Southeast

1213 Culbreth Dr Suite 211
Wilmington, NC 28405
Phone: (910) 509-7242

Contact Us

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.