Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Allan Gottesman

Managing Director Senior Vice President, Investments

Marc Kanoff, AAMS^®

Financial Advisor

Wes Gottesman, AAMS^®

Financial Advisor

Tonya L Andrello

Senior Registered Client Service Associate

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team aims to help you propel forward with a sophisticated, well-crafted plan.

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

Business Owners

Unique solutions for business owners and entrepreneurs.

Niches

Corporate Executives

Helping you manage your financial success

Niches

Endowments & Foundations

Delivering strategic solutions to support and sustain the mission...

Niches

Retirees

Nurturing wealth so you can live a longer, better life.

Niches

Sudden Wealth

Confidently manage your new assets with the guidance of our exper...

Niches

Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.

Pablo Picasso