We provide tailored financial advice, retirement planning, estate management, wealth management and services to individuals, families, and businesses on Long Island, NY. Our clients include:
- Current retirees
- Boomers nearing retirement
- Gen X, Gen Y, and Millennials
- Special situations due to: Inheritance, divorce, death of a spouse, or catastrophic illness
- A high percentage of our clientele are women
- LGBT individuals and couples
Why is this important? Our specialized guidance helps our clients pursue their financial goals.