About Us

Our team combines an institutional approach to investing with extensive personal service whether our clients are based locally or internationally. With offices in Greenwich, Connecticut and New York, New York, Bill and his team of investment, operations and client service professionals are prepared to help with the daily management of your accounts. Our commitment extends beyond managing assets to comprehensive wealth management and financial planning through hands-on service and customized solutions, even including life, health, disability and long-term care insurance.

As the internet has become a part of all of our lives over the last 25 years, many investors, both new and experienced, have suffered from "information-overload" when it comes to investing. This, coupled with 24-hour media coverage of markets around the globe, can become nothing short of overwhelming for those trying to discern quality data from bad information.

The level of sensationalism in the media isn't new, but it is most certainly magnified. Stock markets don't move higher.. they SURGE. They don't trade lower... they PLUNGE! Indeed, many unqualified media outlets make statements that are nothing short of irresponsible.

We will help you remove the emotion from investing and be your qualified, trusted source of information to create a complete Financial Plan. We will strive to help you feel certain in uncertain times and provide you with the confidence you deserve by following time-tested, smart Money Management Principles.

Main Entry: in-trep-id
Pronunciation: \in-'tre-ped\
Function: adjective
Definition: characterized by resolute fearlessness, fortitude, and endurance.
Source: Merriam-Webster